professional profile
David Everett Lam, CFP
Overview
David Everett Lam is an insurance agent, a registered representative and an investment adviser representative based in Solana Beach, CA, with 20 years in the industry.
- Years in the industry
- 20
- States licensed
- 1
- States registered
- 8
- Carrier appointments
- 17
Contact
2 business emails and 4 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 8 states
3 lines of authority, with every state and its dates
Firms
- Lpl Financial LLCCurrent firm
- Focus Investment Advisors, IncCurrent firm
Employment history since 2006
Carriers
17 active carrier appointments
Book and practice
Firm assets under management on file
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