Max
Lazard
Wells Fargo Investment Institute, Inc
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About this Advisor
Max Lazard is a financial advisor based in Orlando, Florida, working with Wells Fargo Investment Institute, Inc. Max has previously held positions at Wells Fargo Investment Institute, Inc and Wells Fargo Bank. Max has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Max is part of Wells Fargo Investment Institute, Inc, which operates out of Orlando, Florida. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$43,998,251,201
251
20,338
$2,163,352
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Max Lazard Work History
Wells Fargo Investment Institute, Inc
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Max Lazard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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