Andrew Lam

from Strategent Financial, LLC
SEC regulated
Regulated Investment Advisor
Andrew Lam is a financial advisor based in Virginia, Harrisonburg, with 11 years of experience. Andrew currently works for Strategent Financial, LLC. Andrew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Lam works at Strategent Financial, LLC
Strategent Financial, LLC is a financial advisory firm based in Harrisonburg, Virginia. It currently has approximately $228,366,755 of assets under management and employs about 5 people. Strategent Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and retirement plan consulting -percentage of plan assets.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and retirement plan consulting -percentage of plan assets
Office location
185 Neff Avenue, Suite 102, Harrisonburg, Virginia, 22801

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