Bettina
Lee
The Lam Group, Inc
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About this Advisor
Bettina Lee is a financial advisor based in Lake Oswego, Oregon, working with The Lam Group, Inc. Bettina has previously held a position at The Lam Group, Inc. Bettina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Bettina is part of The Lam Group, Inc, which operates out of Lake Oswego, Oregon. The firm has 2 employees and manages assets totaling $355.9 million. The firm 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. The fee structure at The Lam Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
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The Lam Group, Inc Brokerage Details
$355,866,593
2
276
$1,289,372
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Bettina Lee Work History
The Lam Group, Inc
Disclosures
Please visit the SEC profile of Bettina Lee 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 The Lam Group, Inc
Lake Oswego, OR
Lake Oswego, OR
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