Unclaimed
Harrison Lazarus, Jr. is a registered Investment Advisor Representative in California and has been in the industry since May 2007. Harrison Lazarus, Jr. is affiliated with Harrison Lazarus Advisors, Inc. The firm provides financial planning and portfolio management for individuals. Harrison Lazarus, Jr. has a Series 65 license. The firm manages assets for individuals and corporations and the firm currently has $40,026,055 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/20/2007 - Present
Harrison Lazarus Advisors, Inc. (SAN FRANCISCO CA)
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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