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Advisors / Texas / Houston
1yr

Tom Lam

Financial advisor at Voya Financial Advisors

Based in Houston, Texas, Tom Lam is a fiduciary financial advisor with 1 year of industry experience. Tom has been with Voya Financial Advisors since 2026. Voya Financial Advisors 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.

Houston, TX 77046Fiduciary advisor

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office24 Greenway Plaza Suite 1725, Houston, TX 77046
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$236,678
Advisors at the firm745
States licensed ?1 state

Services through Voya Financial Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational 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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2026 – now

Questions to ask Tom

Tailored to Tom’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Tom

How do I contact Tom?

Call Voya Financial Advisors at (800) 356-2906 and ask for Tom Lam. Tom works from the Houston, TX office.

How long has Tom been a financial advisor?

Tom has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Tom hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Tom a fiduciary?

Tom is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tom paid?

Voya Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Tom 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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