Serena C Lam
Investment adviser representative at Gould Asset Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Serena C Lam? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Gould Asset Management LLCMar 2017 to now
- Genuine Financial ServicesJun 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gould Asset Management LLC
$1BAssets managed
363Clients
9Advisers
22 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
- 6211586
- Firm CRD
- 113098