Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
20yrs
Thuan Lam
Full name on record: Thuan Khai Lam
Financial advisor at Providence Financial and Insurances
Thuan Lam has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Woodland Hills, California. After 14 years at Osaic FS, Thuan joined Providence Financial and Insurances in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and commissions.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 67% of advisors at Providence Financial and Insurances
Office6320 Canoga Avenue, Suite 600, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Commissions
Typical client at the firm ?$344,584
Advisors at the firm6
States licensed ?1 state
Services through Providence Financial and Insurances
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowProvidence Financial and Insurances, Inc.Current firm
- 2008 – 2022Osaic FS, Inc.Previously
Contact Thuan
(818) 887-6443Providence Financial and Insurances main office 6320 Canoga Avenue, Suite 600Woodland Hills, CA 91367Office · Get directions Firm websitewww.providencefinancialradio.com
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Questions to ask Thuan
Tailored to Thuan’s registration and firm.
- 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 Thuan
How do I contact Thuan?
Call Providence Financial and Insurances at (818) 887-6443 and ask for Thuan Lam. Thuan works from the Woodland Hills, CA office.
How long has Thuan been a financial advisor?
Thuan has been in the industry since 2006, about 20 years. More experience than 67% of advisors at Providence Financial and Insurances.
What licenses does Thuan hold?
Series 66. Tap any license on this page to see what it allows.
Is Thuan a fiduciary?
Thuan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thuan paid?
Providence Financial and Insurances reports being paid by a percentage of the assets they manage, commissions on some products. Ask Thuan 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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