Infinity Financial Services Advisory
14yrs
14 years in the industry
9yrs
Thomas Lam
Financial advisor at GWN Securities
Based in South El Monte, California, Thomas Lam is a fiduciary financial advisor with 9 years of industry experience. Thomas joined GWN Securities in 2021, after four years at Equitable Advisors. GWN Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in South El Monte, and one of 2 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeSouth El Monte, CA
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
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
- 2021 – nowGWN Securities Inc.Current firm
- 2017 – 2021Equitable Advisors, LLCPreviously
Contact Thomas
(561) 472-2700Firm headquarters in Palm Beach Gardens, FL. Ask for Thomas. South El Monte, CAOffice · Get directions Facebook pageGWN SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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 Thomas
How do I contact Thomas?
Call GWN Securities at (561) 472-2700 and ask for Thomas Lam. Thomas works from the South El Monte, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Thomas 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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