Desmond LamCRD Number: 3041798
Current Firm: Transamerica Financial Advisors, Inc.
Desmond Lam (CRD# 3041798) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Canton, MA and has over 19 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Transamerica Financial Advisors, Inc.||Canton, MA||Jan 2012 - Current||5|
|Rental Property||Randolph, MA||Jun 2011 - Current||6|
|Ocean International Trading||Randolph, MA||Aug 2003 - Current||14|
|World Financial Group, Inc.||Canton, MA||Jun 2001 - Current||16|
|Investment Advisors International, Inc.||Quincy, MA||Nov 2006 - Jan 2012||5|
|World Group Securities, Inc.||Quincy, MA||Apr 2002 - Jan 2012||9|
|Direct Finance Corp.||Hanover, MA||Sep 2002 - Feb 2008||5|
|R.c.p-randolph Community Partnership||Randolph, MA||Sep 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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