Lawrence Jay Lazar

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 03/2017
  Kovack Securities Inc.
  Fort Lauderdale, FL
• 08/2006 → 03/2017
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 04/2017 → 06/2024
  Western International Securities, Inc.
  Pasadena, CA
• 06/2024 → Present
  United Planners
  Scottsdale, AZ
• 09/1998 → Present
  Lawrence Lazar
  Highland Park, IL
• 01/2020 → Present
  Lawrence Lazar
  Highland Park, IL

Previous Registrations

• 2017-04-12 → 2024-06-07
  Western International Securities, Inc.
  Highland Park, IL
  Crystal Bay, NV
  Highland Park, IL
• 2006-08-15 → 2017-04-13
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
• 2004-07-23 → 2006-08-15
  Kovack Securities Inc.
  Fort Lauderdale, FL
  Highland Park, IL
• 2001-10-16 → 2003-06-03
  Ubs Financial Services Inc.
  Northbrook, IL

Other Businesses

1.) LAZAR FINANCIAL - PRESIDENT & CEO - DBA NAME FOR MARKETING PURPOSES ONLY - HIGHLAND PARK, IL - SINCE 05/2003 - INVESTMENT RELATED 2.) LAWRENCE LAZAR - REALTOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - HIGHLAND PARK, IL - SINCE 01/2020 - INVESTMENT RELATED 3.) LAWRENCE LAZAR - SALES - NON-VARIABLE INSURANCE - HIGHLAND PARK, IL - SINCE 09/1998 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  1998-10-08

Other Names

• Lawrence J. Lazar
• Larry Lazar