Invested Better
Unclaimed

Unclaimed

Unclaimed

Harrison Miller Lazarus,jr.

Harrison Lazarus Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harrison? Claim Your Profile

About Harrison Miller Lazarus,jr.

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.

Firm Information

Harrison Lazarus,jr. is currently registered with Harrison Lazarus Advisors, Inc.. Harrison Lazarus Advisors, Inc. is an investment advisor with 2 investment adviser representatives. The firm provides financial planning, portfolio management for individuals, and selection of other advisors services. They have $40,026,055 in regulatory assets under management. Their client base consists of high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals.

$40.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harrison Lazarus,jr.’s Registration & Firm History

CA

07/20/2007 - Present

Harrison Lazarus Advisors, Inc. (SAN FRANCISCO CA)

Not sure if Harrison Miller Lazarus,jr. is right for you?

Licenses & Designations

IA

Issued 06/29/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harrison Miller Lazarus,jr..
Not sure if Harrison Miller Lazarus,jr. is right for you?