AdvisorOS Directory
Claim Profile
Unclaimed Profile
DL

Dale Scott Lam

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia
Clean recordSTRATEGENT FINANCIAL, LLC
185 NEFF AVENUE, HARRISONBURG, VA 22801CRD# 3265572Firm CRD# 148173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dale Scott Lam · HARRISONBURG, VA
Registration
CRD #3265572 · STRATEGENT FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dale Scott Lam is a registered financial advisor based in HARRISONBURG, Virginia, affiliated with STRATEGENT FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Dale

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dale is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
AUM
$263M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGENT FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 3265572
Firm CRD# 148173
View on FINRA BrokerCheck →

Looking for a financial advisor in HARRISONBURG?

Browse all registered financial advisors in HARRISONBURG, Virginia or claim this profile if it's yours.

Browse HARRISONBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Dale Scott Lam offer?
Dale Scott Lam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Dale Scott Lam's credentials?
Dale Scott Lam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Scott Lam located?
Dale Scott Lam is based in HARRISONBURG, Virginia, working with STRATEGENT FINANCIAL, LLC. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
How does Dale Scott Lam charge for services?
Dale Scott Lam's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGENT FINANCIAL, LLC?
STRATEGENT FINANCIAL, LLC has approximately 5 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STRATEGENT FINANCIAL, LLC

Abram Joshua Shearer
HARRISONBURG, VA
Melissa M Mayhew
HARRISONBURG, VA

More Advisors in HARRISONBURG, Virginia

Asa Wesley Graves
GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, VA
Jeffrey Bryan Harris
JEFF HARRIS & ASSOCIATES, INC.·HARRISONBURG, VA
Deann Redman Harris
JEFF HARRIS & ASSOCIATES, INC.·HARRISONBURG, VA
John Douglas Light
GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, VA
Jeffrey Grant Lenhart
GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, VA
Ashley Philip Heatwole
GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile