Mml Investors Services, LLC
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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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
David Lazar Work History
David has 15 years of experience.
Mass Mutual Life Insurance Company
Mml Investors Services
Metlife Securities, Inc
Morgan Stanley Smith Barney
Tiadel Secure Technologies, Inc
David Lazar has disclosures.
Please visit their SEC profile for more details.