Kelman Lazarov Inc.
Kelman Lazarov Inc. (CRD# 107727) is a financial advisory firm headquartered in Memphis, TN. They manage $646,843,637 in 1,288 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management647MILLION
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Total Number of Accounts1,288ACCOUNTS
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Average Account Value$502,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, IL, LA, MA, MD, MI, MS, NC, NY, TN, TX, VA
Andrew Buzan (CRD# 5337819) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 10 years of experience in the finance industry.
Martin Kelman (CRD# 1006879) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 42 years of experience in the finance industry.
Ronald Lazarov (CRD# 872581) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 44 years of experience in the finance industry.
April Lowery (CRD# 5036735) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 18 years of experience in the finance industry.
Michael Munekata (CRD# 5800154) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 7 years of experience in the finance industry.
Patrick O'hearn (CRD# 6701727) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 6 years of experience in the finance industry.
Christopher Purcell (CRD# 6325971) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 9 years of experience in the finance industry.
Jacob Samuels (CRD# 6192304) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 9 years of experience in the finance industry.
Keith Schmitt (CRD# 4931657) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 18 years of experience in the finance industry.
William Steinberg (CRD# 1862513) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 35 years of experience in the finance industry.