Lawrence
Lam
U.S. Bancorp Advisors, LLC
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About this Advisor
Lawrence Lam is a financial advisor based in Tustin, California, working with U.S. Bancorp Advisors, LLC. Lawrence has previously held positions at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Union Bank, Mufg Union Bank, Unionbanc Investment Services, U.S. Bancorp Investments, Inc, U.S. Bank, and U.S. Bancorp Advisors, LLC. Lawrence has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Michigan, and Washington. Currently, Lawrence is part of U.S. Bancorp Advisors, LLC, which operates out of Tustin, California. The firm has 203 offices and 238 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at U.S. Bancorp Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Advisors, LLC Brokerage Details
$1,387,160,512
238
3,901
$355,591
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lawrence Lam Work History
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, Inc
U.S. Bank
Unionbanc Investment Services
Mufg Union Bank
Unionbanc Investment Services
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Union Bank
Disclosures
Please visit the SEC profile of Lawrence Lam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Bancorp Advisors, LLC
Tempe, AZ
Glendale, CA
Laguna Hills, CA
Tustin, CA
Ventura, CA
Los Angeles, CA
Tempe, AZ
Monterey, CA
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