Ryan LamCRD Number: 6539345
Current Firm: Fountainhead Capital Management, LLC
Ryan Lam (CRD# 6539345) is an Investment Advisor Representative working at Fountainhead Capital Management, LLC in San Ramon, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Fountainhead Capital Management, LLC||Short Hills, NJ||Dec 2020 - Current||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Jul 2015 - Current||6|
|Hornor, Townsend & Kent||Horsham, PA||Aug 2015 - Dec 2020||5|
|Dream Splash Media, Llc Dba Dream Splash||San Jose, CA||Jun 2015 - Aug 2020||5|
|Keane Llc Dba Ace Creative Marketing||San Jose, CA||Oct 2016 - May 2019||2|
|Keane Llc Dba Ryan Lam Photography||San Jose, CA||Jan 2014 - May 2019||5|
|Keane Llc Dba Dream Splash||San Jose, CA||Jan 2014 - Jun 2015||1|
|Somerset Insurance Solutions, Inc.||Cupertino, CA||Oct 2013 - Jun 2015||1|
|Fusion Moments Media||Dublin, CA||Jan 2014 - Dec 2014||< 1|
|Ryan Lam Photography||San Jose, CA||Jan 2011 - Jan 2014||3|
|Fisher Investments||San Mateo, CA||Jul 2013 - Dec 2013||< 1|
|Mass Mutual||San Jose, CA||May 2011 - Jul 2013||2|
|San Jose State University||San Jose, CA||Jun 2009 - Jan 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management401MILLIONS
Total Number of Accounts2,043ACCOUNTS
Average Account Value$196,172
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, KY, LA, NE, NH, NJ, NY, OH, PA, TX, WA
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.