William Ira Steinberg
Investment adviser representative at Kelman Lazarov Inc
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$894.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Kelman-lazarov, Inc.Apr 1995 to now
- Mutual Securities, Inc.Jul 2016 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TN).
Kelman Lazarov Inc
$894.6MAssets managed
579Clients
13Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1862513
- Firm CRD
- 107727