Christopher Lam
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Charles Schwab Bank, SsbFeb 2024 to now
- Fidelity InvestmentsApr 2022 to Jan 2024
- Progressive InsuranceJul 2021 to Mar 2022
- City Colleges of ChicagoAug 2017 to Dec 2017
- T-mobileDec 2016 to Jul 2021
- Best BuyJul 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7539051
- Firm CRD
- 5393