Justin Lam
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCMay 2025 to now
- Ameriprise Financial Services, LLCOct 2024 to May 2025
- UnemployedMay 2024 to Oct 2024
- Rockefeller Financial LLCJan 2024 to May 2024
- Wedbush Securities, Inc.Apr 2021 to Jan 2024
- UnemployedJan 2021 to Apr 2021
- Georgina Asset ManagementJan 2020 to Jan 2021
- Xzyz Group Inc.May 2019 to Jan 2020
- UnemployedApr 2019 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Apr 2019
- Usc Marshall School of Business Undergraduate Office of AdvisingOct 2015 to May 2017
- University of Southern CaliforniaAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 6410769
- Firm CRD
- 6627