Financial ADVSR advisor directory · SEC adviser records
Kelman Lazarov Inc. financial advisors in Memphis, TN
Every SEC-registered investment adviser representative at a Kelman Lazarov Inc. office in Memphis, A to Z.
The short answer
12 registered advisors work at Kelman Lazarov Inc. in Memphis, out of 12 at the firm nationwide; it ranks number 12 in the city by advisors. 7 list the CFP designation and 3 are also registered broker representatives.
Kelman Lazarov Inc. advisors in Memphis, A to Z
Every Kelman Lazarov Inc. advisor →- Elsa C. AllmendingerInvestment adviser rep
- Andrew D. BuzanChartered Financial Analyst
- John G. DabovInvestment adviser rep
- Stephanie L. GoetschCertified Financial Planner · Also a broker rep
- Martin S. KelmanCertified Financial Planner
- April R. LoweryCertified Financial Planner
- Lukas J. McCallaCertified Financial Planner
- Michael MunekataAlso a broker rep
- Christopher J. PurcellCertified Financial Planner
- Jacob C. SamuelsCertified Financial Planner
- Keith F. SchmittAlso a broker rep
- William I. SteinbergCertified Financial Planner
Kelman Lazarov Inc. advisors in every city and state →Kelman Lazarov Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Memphis
All Memphis advisors →Raymond James & Associates, Inc. 111MML Investors Services, LLC 59LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 32UBS Financial Services Inc. 32Raymond James Financial Services Advisors, Inc. 26Wells Fargo Clearing Services, LLC 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Legacy Wealth Management, LLC 15Cetera Investment Advisers LLC 11
Questions
How many financial advisors does Kelman Lazarov Inc. have in Memphis?
12 investment adviser representatives are registered at Kelman Lazarov Inc. offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 7 list the CFP designation and 3 are also registered as broker representatives.
Is Kelman Lazarov Inc. one of the largest advisor employers in Memphis?
Kelman Lazarov Inc. ranks number 12 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 111.
How do I check a Kelman Lazarov Inc. advisor in Memphis?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.