David Everett Lam
Investment adviser representative at Focus Investment Advisors, Inc
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$956.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Focus Investment Advisors, Inc.Nov 2018 to now
- LPL Financial LLCOct 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Investment Advisors, Inc
$956.2MAssets managed
36Clients
4Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5052501
- Firm CRD
- 109970