Lawrence Jay Lazar
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
28 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJun 2024 to now
- United PlannersJun 2024 to now
- Lawrence LazarSep 1998 to now
- Western International Securities, Inc.Apr 2017 to Jun 2024
- Kovack Advisors, Inc.Aug 2006 to Mar 2017
- Kovack Securities Inc.Dec 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 3111805
- Firm CRD
- 20804