Advisor at Lazarus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lazarus Wealth Management LLC
Location
Alvord, TX
Credentials
Series 63, Series 65
Industry experience
26 years
John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.
Based on Lazarus Wealth Management LLC
$0 - $250,000: 2.00% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Alvord, TX
Texas
LPL Financial
2022 - Present (4 years)
Lazarus Wealth Management LLC
2022 - Present (4 years)
Raymond James & Associates
2013 - 2022 (9 years)
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Other specialized services
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Series 63, Series 65
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