Michael
Lam
Commonwealth Financial Network
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About this Advisor
Michael Lam is a financial advisor based in Newtown, Pennsylvania, working with Commonwealth Financial Network. Michael has previously held positions at Pennsylvania State University - Abington, Yardley Wealth Management, LLC, Golf Galaxy, and Commonwealth Financial Network. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Michael is part of Commonwealth Financial Network, which operates out of Newtown, Pennsylvania. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Lam Work History
Commonwealth Financial Network
Yardley Wealth Management, LLC
Pennsylvania State University - Abington
Golf Galaxy
Disclosures
Please visit the SEC profile of Michael Lam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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