Van Lam, financial advisor Littleton CO

Van Lam

CRD Number: 5882796
Current Firm: Tlg Advisors, Inc.

Van Lam (CRD# 5882796) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The Leaders Group Inc. Littleton, CO May 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Van B. Lam
Phone Number: 888-371-0013
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,621
    MILLIONS
  • Total Number of Accounts
    7,160
    ACCOUNTS
  • Average Account Value
    $226,334
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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