LPL Financial
42yrs
Top advisor by experience in Encino
26yrs
Scott Lam
Financial advisor at Kestra Advisory Services
Based in Encino, California, Scott Lam is a fiduciary financial advisor with 26 years of industry experience. Scott has been with Kestra Advisory Services since 2016; before that, Scott spent four years at LPL Financial and two years at Merrill. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 181 advisors with offices in Encino, and one of 158 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office6345 Balboa Blvd., Suite 290, Encino, CA 91316
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowKestra Advisory Services, LLCCurrent firm
- 2011 – 2015LPL Financial LLCPreviously
- Oct 2009 – Jun 2011MerrillPreviously
- 2007 – 2009Banc of America Investment Services, Inc.Previously
- Sep 2005 – Jan 2007Citicorp Investment ServicesPreviously
Contact Scott
6345 Balboa Blvd., Suite 290Encino, CA 91316Office · Get directions Firm main line(844) 553-7872Headquarters: Kestra Advisory Services · Austin, TX X (Twitter) pageKestra Advisory Services
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Kestra Advisory Services at (844) 553-7872 and ask for Scott Lam. Scott works from the Encino, CA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2001, about 26 years. More experience than 73% of advisors nationwide.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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