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Richard Lam

Investment Advisor Representative at Transamerica Financial Advisors, Inc.

Role
Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Advisor Representative

    Transamerica Financial Advisors, Inc.

    Jan 2012 — Present

    As a financial advisor and fiduciary, I love helping people that are in the retirement redzone (10 years before & 10 years after retirement) eliminate or at least minimize the Top 10 Retirement Risks through the use of sound strategies and solutions that are in the best interest of my clients so they can have a great retirement. Some of the services/products offered are: 401k rollovers, Long-Term Care Insurance, Annuities, Investments, Life Insurance, Business Succession Planning, Legacy Planning, etc.Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA), Member FINRA, SIPC, MSRB, and Registered Investment Advisor.

Education

  • Illinois Institute of Technology

    Master of Science (MS), Electrical Engineering

    1995 — 1998

  • Illinois Institute of Technology

    Bachelor’s Degree, Electrical Engineering

    1991 — 1995

  • Whitney M. Young High School

    High School

    1987 — 1991

  • Roosevelt University

    Master’s Degree, Secondary Education and Teaching in Mathematics

    2003 — 2005

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