Long Lee LamCRD Number: 6406381
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Long Lee Lam (CRD# 6406381) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fremont, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fremont, CA||Apr 2011 - Current||6|
|Bank Of America, N.a.||Fremont, CA||Apr 2011 - Current||6|
|Wells Fargo Bank||Fremont, CA||Oct 2008 - Apr 2011||2|
|Wells Fargo Bank||San Diego, CA||Jun 2006 - Oct 2008||2|
|University Of San Diego, Management Science||San Diego, CA||Oct 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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