Marcus Lam, financial advisor Newport Beach CA

Marcus Lam

CRD Number: 5030836
Current Firm: Cws Investments

Marcus Lam (CRD# 5030836) is an Investment Advisor Representative working at Cws Investments in Newport Beach, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cws Capital Partners, LLC Newport Beach, CA Oct 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
Contact Info for Marcus J. Lam
Phone Number: 800-466-0020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, IL

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