David
Lazar

Mml Investors Services, LLC

CRD#1812988
Investment Advisor
in Arcadia, CA
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About this Advisor

David Lazar is a financial advisor operating out of Arcadia, California, who has been in the financial industry for 15 years. Lazar is an employee of Mml Investors Services, LLC. During their career, Lazar has held roles at Morgan Stanley Smith Barney, Tiadel Secure Technologies, Inc, Metlife Securities, Inc, Mass Mutual Life Insurance Company and Mml Investors Services. Lazar has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Mml Investors Services, LLC is an advisory company operating in Arcadia, California. The company has offices in 1,335 locations and a total of 8,095 advisors. It has $29 billion in total assets between its 238,365 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 512 charities and foundations. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on the financial services offered. However, fees billed by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1045 W. Huntington Dr Suite 200
Arcadia, CA 91007

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

CA Average: $16,012,751,954
Total Number of Employees

7,805

CA Average: 118
Total Number of Accounts

185,684

CA Average: 4,567
Average Account Size

$162,035

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Lazar Work History

David has 15 years of experience.

2015 - Present (4 years)

Mass Mutual Life Insurance Company

2015 - Present (4 years)

Mml Investors Services

2011 - 2015 (4 years)

Metlife Securities, Inc

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2003 - 2009 (6 years)

Tiadel Secure Technologies, Inc

Disclosures

David Lazar has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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