RL
Ronald J. Lazarov
KELMAN LAZAROV
MEMPHIS, TN 38137
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CRD#: 872581
RL
Professional summary
Ronald Jay Lazarov, who also goes by Ron Lazarov, Ronnie Lazarov, is a registered financial advisor currently at KELMAN LAZAROV INC located in Memphis, Tennessee and MUTUAL SECURITIES, INC. located in Memphis, Tennessee.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Ronald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Lazarov | Ronnie Lazarov
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Kelman-Lazarov, Inc., Start: 08/01/1979, 5100 Poplar Ave., Ste. 2805, Memphis, TN 38137, Corporation, RIA, President, IAR, Partner, Provide comprehensive Investment Management and Financial Planning Services to Clients, Investment Related, 40 hours per month, 3 hours per day during trading hours. 2. SRJS INVESTMENTS, LLC, START DATE: 01/01/79, 597 LEXINGTON CLUB COURT, APT 201, MEMPHIS, TN 38117, LLC, FAMILY LIMITED LIABILITY COMPANY, CHIEF MANAGER, 3 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. SYDNEY LAZAROV FAMILY PARTNERSHIP, START DATE: 2009, 597 LEXINGTON CLUB COURT, APT 201, MEMPHIS, TN 38117, PARTNERSHIP, ASSISTANT CHIEF MANAGER AND SECRETARY, OUTSIDE PROPERTY MANAGEMENT SENDS DISTRIBUTIONS MONTHLY AND I DISTRIBUTE TO FAMILY MEMBERS, INVESTMENT RELATED, 1-2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. Ballet Memphis, Start Date: 11/14/2023, 2144 Madison Ave., Memphis, TN 38104, Corporation, Ballet Company, Board Member, Works with the Board to make decisions on behalf of Ballet Memphis, Not Investment Related, 5 Hours per month. 0 Hours per day during trading hours. 5. Jewish Foundation of Memphis, Start Date: 06/15/2022, 6560 Poplar Ave., Ste. B, Memphis, TN 38138, Foundation, Philanthropic Foundation, Board Member, Works with Board to make strategic decisions on behalf of the foundation, Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 6. Bar Limina, LLC., Start Date: 12/31/2024, 631 Madison Ave., Memphis, TN 38103, LLC, Bar in Memphis, Investor, Duties - None, Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Jay Lazarov's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 11, 2004 - Present
KELMAN LAZAROV INC
Office #1: 5100 Poplar Avenue Suite 2904, Memphis, TN 38137RIA
CRD#: 107727
MEMPHIS, TN
Current
July 26, 2016 - Present
MUTUAL SECURITIES, INC.
Office #1: 5100 Poplar Ave. Ste 2805, Memphis, TN 38137BD
CRD#: 13092
Memphis, TN
Past
October 14, 2004 - July 25, 2016
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MEMPHIS, TN
Past
September 9, 1998 - July 25, 2016
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MEMPHIS, TN
Past
January 31, 1997 - September 10, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
November 28, 1990 - January 31, 1997
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
January 8, 1982 - November 28, 1990
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
October 24, 1979 - December 20, 1981
CORNERSTONE FINANCIAL SERVICES, INC.
BD
CRD#: 953
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KL
KELMAN LAZAROV INC
KELMAN LAZAROV INC
CRD#: 107727 / SEC#: 801-45185
RIA
Registered Investment Advisory firm - (12/7/1993 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(7/14/2022)
IAR
Louisiana(11/12/2016)
RR
Massachusetts(7/14/2022)
RR
New Mexico(7/14/2022)
IAR
Tennessee(3/11/2004)
RR
Tennessee(7/26/2016)
IAR
Texas(7/27/2004)
RR
Texas(1/3/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KL
KELMAN LAZAROV INC
KELMAN LAZAROV INC
CRD#: 107727 / SEC#: 801-45185
RIA
Registered Investment Advisory firm - (12/7/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805
Mailing Address
Phone number
(901) 685-8284
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,353 |
| AUM (Assets Under Management) | $ 705,429,123 |
Red Flags
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Company Information
KELMAN LAZAROV INC
CRD#: 107727Memphis, TN 38137TRUST BUT VERIFY
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Contact information
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