Matthew Lam (CRD# 7114772) is an Investment Advisor Representative working at Matthew H. Lam, Cpa in Baldwin Park, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matthew H. Lam, Cpa | Baldwin Park, CA | May 2019 - Current | 5 |
| Matthew H. Lam, Cpa | Baldwin Park, CA | Apr 2015 - Current | 9 |
| Sandalwood Accountancy Corporation | Baldwin Park, CA | Apr 2018 - Apr 2021 | 3 |
| Intuit Inc. | Baldwin Park, CA | Feb 2020 - Apr 2020 | < 1 |
| Martin L. Shallon, Cpa | Redondo Beach, CA | Sep 2018 - May 2019 | < 1 |
| Gatto Mcferson, Cpas | Santa Monica, CA | Jan 2017 - Mar 2018 | 1 |
| Eadie And Payne LLP | Redlands, CA | Oct 2016 - Jan 2017 | < 1 |
| Pricewaterhousecoopers LLP | Los Angeles, CA | Jan 2016 - Apr 2016 | < 1 |
| Panda Restaurant Group, Inc. | Rosemead, CA | Apr 2015 - Jan 2016 | < 1 |
| Unemployed | Baldwin Park, CA | Sep 2014 - Apr 2015 | < 1 |
| Inter-con Security Systems, Inc. | Pasadena, CA | Jun 2014 - Sep 2014 | < 1 |
| Unemployed | Baldwin Park, CA | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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