Scott LamCRD Number: 6909770
Current Firm: Mg&a Wealth
Scott Lam (CRD# 6909770) is an Investment Advisor Representative working at Mg&a Wealth in Plantation, FL and has over 4 years of experience in the finance industry. Scott Lam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Mg&a Wealth||Plantation, FL||Aug 2019 - Current||3|
|Sa Stone Wealth Management Inc.||Plantation, FL||May 2019 - Current||3|
|Mg&a Wealth||Plantation, FL||May 2019 - Current||3|
|Unemployed||Coconut Creek, FL||Jan 2019 - May 2019||< 1|
|Unemployed||Brooklyn, NY||Aug 2018 - Jan 2019||< 1|
|Municipal Credit Union||New York, NY||May 2017 - Jul 2018||1|
|Municipal Credit Union||New York, NY||May 2015 - Apr 2017||1|
|Municipal Credit Union||New York, NY||Sep 2011 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management760MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$688,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, NC, NE, NH, NJ, NY, PA, TX, VA
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