linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

George Chun-hung Lai

Valence8

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you George? Claim Your Profile

About George Chun-hung Lai

George Chun-hung Lai is an investment advisor representative associated with Valence8 in Cambridge, MA. George has been in the industry for over 15 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities Inc., and Merriman Curhan Ford & Co.. George holds FINRA Series 3, 7, and 63 licenses. George is also a Chartered Financial Analyst. George has worked with Cambridge Associates, CM Capital, and Steveston Ventures. George specializes in providing investment advisory services to high-net-worth individuals, other investment advisors, and pooled investment vehicles. George's current firm, Valence8, manages approximately $909 million in assets.

Firm Information

George Lai is currently registered with Valence8. Valence8 is an investment advisor registered with the SEC and located in . The firm primarily manages portfolios for pooled investment vehicles and provides advisory services to family offices and other investment advisors. They manage approximately $909 million in assets.

$909.47M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

George Lai’s Registration & Firm History

MA

06/13/2022 - Present

Valence8 (CAMBRIDGE MA)

NY

07/09/2008 - 10/31/2008

MERRIMAN CURHAN FORD & CO. (NEW YORK NY)

NY

10/23/2007 - 07/02/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/21/2003 - 02/22/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

Not sure if George Chun-hung Lai is right for you?

Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2012

Series 3 - National Commodity Futures Examination

BC

Issued 10/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Chun-hung Lai.
Not sure if George Chun-hung Lai is right for you?