Michael Thomas Lam

Current Employers

Employment History

• 01/2013 → 05/2017
  Pennsylvania State University - Abington
  Abington, PA
• 11/2016 → 05/2017
  Yardley Wealth Management, Llc
  Newtown, PA
• 09/2013 → 05/2017
  Golf Galaxy
  Langhorne, PA
• 05/2017 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 01/2026 → Present
  Kestra Investment Services, Llc
  Newtown, PA
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Newtown, PA

Previous Registrations

• 2018-04-05 → 2026-01-27
  Commonwealth Financial Network
  Newtown, PA

Other Businesses

Name: MICHAEL LAM POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/22/2026 ADDRESS: 54 Friends Lane, Suite 112, Newtown PA 18940, United States DESCRIPTION: Provide sales of life insurance, long-term care insurance, and fixed annuities when deemed appropriate through comprehensive financial planning. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: JCL FINANCIAL GROUP POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2026 ADDRESS: 54 Friends Lane, Suite 112, Newtown PA 18940, United States DESCRIPTION: Primary job is to provide assistance for financial advisory business of James Lynch. Secondarily, I manage less than 10 client relationships on my own.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-16

Designations

Other Names

• Michael Lam