Ryan Lam (CRD# 6539345) is an Investment Advisor Representative working at Fountainhead Advisors in San Ramon, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fountainhead Capital Management, LLC | Short Hills, NJ | Dec 2020 - Current | 3 |
| Penn Mutual Life Ins Co | Horsham, PA | Jul 2015 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CA
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Total Assets Under Management722MILLIONS
-
Total Number of Accounts2,961ACCOUNTS
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Average Account Value$243,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IN, KY, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TN, TX, VA, WA
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