Julian Lam, financial advisor San Mateo CA
90 score

Julian Lam

CRD Number: 6117908
Current Firm: Fisher Investments

Julian Lam (CRD# 6117908) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Mateo CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Mateo CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
William Martin, financial advisor San Mateo CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Company Name Location Dates Years
Fisher Investments Woodside, CA Aug 2011 - Current 5
Wells Fargo Home Mortgage Novato, CA Aug 2010 - Aug 2011 1
Wells Fargo Financial San Francisco, CA Jan 2007 - Jul 2010 3
Uc Riverside Riverside, CA Sep 2001 - Oct 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Julian G. Lam
Phone Number: 800-851-8845
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Julian Lam and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.