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Kevin Hor Lam

Age Wisely Financial

Wilmington, DE

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Current Employers
Age Wisely Financial

Wilmington, DE • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-20
DE RA APPROVED 2024-10-07
  • TX RA
    APPROVED_RES
    Since 2025-08-20
  • DE RA
    APPROVED
    Since 2024-10-07

Branch Locations

Wilmington, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Age Wisely Financial Llc Wilmington DE 12/2023 Present
Pro Bono Volunteer For Several Non-Profits Wilmington DE 03/2019 Present
Macquarie Investment Management Philadelphia PA 01/1995 03/2019
  • 12/2023 → Present
    Age Wisely Financial Llc
    Wilmington, DE
  • 03/2019 → Present
    Pro Bono Volunteer For Several Non-Profits
    Wilmington, DE
  • 01/1995 → 03/2019
    Macquarie Investment Management
    Philadelphia, PA
Previous Registrations
  • 2002-06-20 → 2011-05-12
    Macquarie Allegiance Capital, Llc
    Huntington Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-08-08
  • S63 Uniform Securities Agent State Law Examination
    1990-08-08
Designations

View on SEC IAPD

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