Nelson Lam, financial advisor Lake Oswego OR

Nelson Lam

CRD Number: 1759997
Current Firm: The Lam Group, Inc.

Nelson Lam (CRD# 1759997) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
The Lam Group, Inc. Lake Oswego, OR Jul 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Nelson J. Lam
Phone Number: 503-635-9344
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    356
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,289,372
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, NJ, OR, TX, WA

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