Michael Thomas Lam
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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 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
Experience
13 years in the industry.
- Kestra Advisory Services, LLCJan 2026 to now
- Kestra Investment Services, LLCJan 2026 to now
- Commonwealth Financial NetworkMay 2017 to Jan 2026
- Yardley Wealth Management, LLCNov 2016 to May 2017
- Golf GalaxySep 2013 to May 2017
- Pennsylvania State University - AbingtonJan 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6813988
- Firm CRD
- 283330