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Robert W Hall

Lazari Capital Management, Inc.

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About Robert W Hall

Robert Hall is a financial advisor currently registered with Lazari Capital Management, Inc. Robert has been in the industry since 1997 and has a strong background in the financial industry. Robert has experience working with a variety of clients, including individuals, businesses, and pension plans.

Firm Information

Robert Hall is currently registered with Lazari Capital Management, Inc.. Lazari Capital Management, Inc. is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Lazari Capital Management has approximately $471 million in regulatory assets under management.
Lazari Capital Management, Inc.

6928 OWENSMOUTH AVE.

WOODLAND HILLS, CA 91303

$471.15M

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Hall’s Registration & Firm History

CA

12/12/2022 - Present

Lazari Capital Management, Inc. (GLENDALE CA)

CA

05/03/1999 - 08/21/2018

PARK AVENUE SECURITIES LLC (GLENDALE CA)

NY

02/14/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

TX

01/10/1997 - 01/21/1998

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert W Hall.
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