Financial ADVSR advisor directory · SEC adviser records
Kelman Lazarov Inc. financial advisors in Tennessee
Every SEC-registered investment adviser representative at a Kelman Lazarov Inc. office in Tennessee, by city and A to Z.
The short answer
12 registered advisors work at Kelman Lazarov Inc. in Tennessee, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Memphis (12). 7 list the CFP designation and 3 are also registered broker representatives.
Kelman Lazarov Inc. advisors by city in Tennessee
Every firm in Tennessee →Kelman Lazarov Inc. advisors in Tennessee, A to Z
Search by name →- Elsa C. AllmendingerMemphis
- Andrew D. BuzanMemphis · Chartered Financial Analyst
- John G. DabovMemphis
- Stephanie L. GoetschMemphis · Certified Financial Planner
- Martin S. KelmanMemphis · Certified Financial Planner
- April R. LoweryMemphis · Certified Financial Planner
- Lukas J. McCallaMemphis · Certified Financial Planner
- Michael MunekataMemphis
- Christopher J. PurcellMemphis · Certified Financial Planner
- Jacob C. SamuelsMemphis · Certified Financial Planner
- Keith F. SchmittMemphis
- William I. SteinbergMemphis · Certified Financial Planner
Kelman Lazarov Inc. advisors in every state →Kelman Lazarov Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Kelman Lazarov Inc. financial advisors are in Tennessee?
12 investment adviser representatives are registered at Kelman Lazarov Inc. offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 7 list the CFP designation and 3 are also registered as broker representatives.
Where in Tennessee does Kelman Lazarov Inc. have the most advisors?
Memphis, with 12. Kelman Lazarov Inc. has advisors in 1 city in Tennessee.
How do I check a Kelman Lazarov Inc. advisor in Tennessee?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kelman Lazarov Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.