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Dale Scott Lam

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia
Unclaimed Profile
185 NEFF AVENUE, HARRISONBURG, VA 22801CRD# 3265572Firm CRD# 148173
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
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
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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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in HARRISONBURG
Kenneth Joseph Rogers — ROGERS FINANCIAL GROUP, INC.Deann Redman Harris — JEFF HARRIS & ASSOCIATES, INC.Jeffrey Bryan Harris — JEFF HARRIS & ASSOCIATES, INC.Asa Wesley Graves — GRAVES LIGHT LENHART WEALTH, INC.John Douglas Light — GRAVES LIGHT LENHART WEALTH, INC.
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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