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Samuel Lam

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Samuel Lam

Financial Advisor - Vice President | Capitol Securities Management Inc.

Virginia, Reston, United States

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Samuel Lam

Summary

Samuel Lam is a seasoned Financial Advisor based in Reston, Virginia, currently serving as Senior Vice President at Capitol Securities Management. With over a decade of experience in the financial sector, he specializes in crafting personalized investment strategies that align with clients' unique goals, whether for retirement, education, or wealth protection. Samuel's approach emphasizes the importance of ongoing financial planning, adapting strategies as life circumstances evolve. He is multilingual, fluent in both English and Chinese, which enhances his ability to connect with a diverse clientele. Prior to his current role, he held a significant position at Wells Fargo Advisors, where he honed his skills in investment management. Samuel is committed to delivering objective and unbiased advice, ensuring that his clients' investments are always working toward their aspirations. His academic background includes a Bachelor of Science from The University of Hong Kong, further solidifying his expertise in the financial domain.

General

Specialist

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Samuel Lam

Work Experience

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Financial Advisor, Senior Vice President at

Capitol Securities Management Inc.

July 2016 - Present

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Samuel Lam

Education

The University of Hong Kong (HKU), Bachelor of Science (BS)

January 1980 - January 1983

Frequently Asked Questions about Samuel Lam

What is Samuel Lam email address?

Samuel Lam's primary email address is **********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Samuel Lam work for?

Samuel Lam is a Financial Advisor - Vice President at Capitol Securities Management Inc..

Where Samuel Lam graduated from?

Samuel Lam holds a degree in null from The University of Hong Kong (HKU).

How can I directly contact Samuel Lam?

To contact Samuel Lam directly, you can use the email address **********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Is Samuel Lam an immigrant?

Yes, Samuel Lam is an immigrant and currently based in United States

Who is Samuel Lam?

Samuel Lam is a seasoned Financial Advisor based in Reston, Virginia, currently serving as Senior Vice President at Capitol Securities Management. With over a decade of experience in the financial sector, he specializes in crafting personalized investment strategies that align with clients' unique goals, whether for retirement, education, or wealth protection. Samuel's approach emphasizes the importance of ongoing financial planning, adapting strategies as life circumstances evolve. He is multilingual, fluent in both English and Chinese, which enhances his ability to connect with a diverse clientele. Prior to his current role, he held a significant position at Wells Fargo Advisors, where he honed his skills in investment management. Samuel is committed to delivering objective and unbiased advice, ensuring that his clients' investments are always working toward their aspirations. His academic background includes a Bachelor of Science from The University of Hong Kong, further solidifying his expertise in the financial domain.

Samuel`s contact details

mail

**********@wellsfargoadvisors.com

****@capitolsecurities.com

Colleagues

Gilbert Cohen

Vice President, Investments

Maureen Schulde

Managing Director

Maureen Schulde

Managing Director/Corporate Syndicate

Wendy Graham

vice president-investments

Dave Southworth

Senior Vice President/Regional Manager

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B Bartlett

Senior Vice President of Investments at Capitol Securities Management, Inc.

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Ian Greenblatt Cltc

Senior Vice President

David Shenton

Senior Vice President

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Jerry Alley

Financial Advisor

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