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Charles "Chuck" Lazzaro
Financial Advisor
Independent Franchise Owner NetworkBiography
With over 40 years of experience as a Financial Advisor, I am dedicated to serving your financial needs and helping you work toward your immediate and long-term goals.
I believe that having an understanding of my client’s unique financial situation and future vision is key to selecting appropriate investments. I build long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.
From 1970 to 1982, I served as First Vice President of a major California investment banking firm and in 1982, I established First Wall Street Corp. in La Jolla, California. In 2008, Wedbush Securities acquired the assets of First Wall Street Corp.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
PRESIDENTS CLUB
Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.