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Independent Intelligence on Sustainable Investment Capital
Friday, October 2, 2026The Morning Brief →Sign in
wealth team

Lazorik Financial Management

$160MBook of businessas reported in coverage
1Advisors
Yakima, WAMarket
1Moves on our record
The lineage
until Aug 30, 2026PRIORWells Fargo
Aug 30, 2026CURRENTRaymond James Financial Services
Aug 28, 2026breakawayWells Fargo → Raymond James Financial Services

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