Ryan Lam, financial advisor San Ramon CA

Ryan Lam

CRD 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.

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Wealth & Tax Planners
Company Name Location Dates Years
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
Contact Info for Ryan K. Lam
Phone Number: 732-346-1900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    401
    MILLIONS
  • Total Number of Accounts
    2,043
    ACCOUNTS
  • Average Account Value
    $196,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, GA, IN, KY, LA, NE, NH, NJ, NY, OH, PA, TX, WA

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