Bettina Lee, financial advisor Lake Oswego OR
93 score

Bettina Lee

CRD 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 26 years of experience in the finance industry.

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Company Name Location Dates Years
The Lam Group, Inc. Lake Oswego, OR Jan 2006 - Current 10
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
Contact Info for Bettina S. Lee
Phone Number: 503-635-9344
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $828,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NH, NJ, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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