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Terry Lamn Phones & Addresses

  • Covina, CA
  • Los Angeles, CA
  • 2752 Sycamore Ave, Montrose, CA 91020 (818) 248-1837
  • Alhambra, CA
  • West Covina, CA
  • Walnut, CA

Resumes

Resumes

Terry Lamn Photo 1

Private Client Investment Consultant

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Location:
102 south Main St, Greenville, SC 29601
Industry:
Financial Services
Work:
Td Ameritrade
Private Client Investment Consultant

Fidelity Investments Nov 2006 - Sep 2011
Financial Planning Consultant

Wells Fargo Dec 2005 - Nov 2006
Investment Consultant and Licensed Banker

Vedan Enterprise Corp. (Taiwan) Aug 1995 - Dec 1999
Marketing Assistant
Education:
University of Southern California 2014 - Jun 2018
Bachelors, Business, Accounting
Gia (Gemological Institute of America) 1996 - 1997
Gia (Gemological Institute of America) 1995 - 1996
Skills:
Investments
Strategic Financial Planning
Trading
Portfolio Management
Asset Management
Financial Analysis
Equities
Wealth Management
Alternative Investments
Finance
Financial Modeling
Risk Management
Asset Allocation
Securities
Banking
Retirement Planning
Series 7
Languages:
English
Terry Lamn Photo 2

Terry Lamn

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Terry A Lamn from Covina, CA, age ~54 Get Report