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David Everett Lam

Focus Investment Advisors, Inc.

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About David Everett Lam

David Lam is a financial advisor with Focus Investment Advisors, Inc. based in SOLANA BEACH, CA. David has been in the financial services industry since 2005. David offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. David has a strong track record of success and is committed to helping clients achieve their financial goals. David holds the Series 7, Series 24, Series 63, and Series 66 securities licenses. David is also a Certified Financial Planner.

Firm Information

David Lam is currently registered with Focus Investment Advisors, Inc.. Focus Investment Advisors, Inc. is an investment advisor based in Solana Beach, California. They provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. They manage approximately $780,217,800 in assets for 181 clients, including individuals, pension plans, and structured notes. They have 5 investment adviser representatives and 4 registered representatives.
Focus Investment Advisors, Inc.

514 VIA DE LA VALLE

SOLANA BEACH, CA 92075

$780.22M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lam’s Registration & Firm History

CA

11/27/2018 - Present

Focus Investment Advisors, Inc. (SOLANA BEACH CA)

CA

01/01/2006 - 10/26/2011

EDWARD JONES (ENCINITAS CA)

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Licenses & Designations

BOTH

Issued 12/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Everett Lam.
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