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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lam is an investment advisor representative with Beacon Pointe Advisors, LLC. Ryan has been working in the industry since 2014. Ryan has passed both the Series 63 and 65 examinations. Ryan is registered to provide investment advisory services in California. Prior to joining Beacon Pointe Advisors, LLC, Ryan worked at Hornor, Townsend & Kent, LLC and Fountainhead Capital Management, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/06/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
10/14/2015 - 12/24/2020
HORNOR, TOWNSEND & KENT, LLC (SAN JOSE CA)
IA
Issued 12/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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