EL
Edward Levi
from Lazari Capital Management, Inc.
Edward Levi is a financial advisor based in California, Woodland Hills,
with 35 years of experience. Edward currently works for
Lazari Capital Management, Inc..
Edward maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Edward Levi works at Lazari Capital Management, Inc.
Lazari Capital Management, Inc. is a financial advisory firm based in Woodland Hills, California. It currently has approximately $295,724,414 of assets under management and employs about 9 people. Lazari Capital Management, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
19 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
6928 Owensmouth Ave., #200, Woodland Hills, California, 91303
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