Desmond Lam (CRD# 3041798) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Canton, MA and has over 26 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Canton, MA | Jan 2012 - Current | 12 |
| Rental Property | Randolph, MA | Jun 2011 - Current | 12 |
| Ocean International Trading | Canton, MA | Aug 2003 - Current | 20 |
| World Financial Group, Inc. | Canton, MA | Jun 2001 - Current | 22 |
| Ocean International Trading | Randolph, MA | Aug 2003 - Nov 2022 | 19 |
| Rental Property | Stoughton, MA | Oct 2018 - Dec 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- MA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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