Bettina LeeCRD Number: 1901588
Current Firm: The Lam Group, Inc.
Bettina Lee (CRD# 1901588) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 27 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|The Lam Group, Inc.||Lake Oswego, OR||Jan 2006 - Current||11|
|Homemaking||Lake Oswego, OR||Sep 2004 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 2010|
Total Assets Under Management251MILLIONS
Total Number of Accounts303ACCOUNTS
Average Account Value$828,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, NH, NJ, OR, TX, WA