Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Lai is a registered Investment Advisor Representative associated with Affinity Investment Advisors, LLC. Gregory Lai's professional experience includes working with Affinity Investment Advisors since July 1992 in Irvine, California. Gregory Lai holds the Series 2 General Securities Representative Exam license, earned on July 30, 1992, and is also a Chartered Financial Analyst. The firm is headquartered in Newport Beach, CA. Gregory Lai is registered with the state of California.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio recommendations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/24/2004 - Present
Affinity Investment Advisors, LLC (Newport Beach CA)
BC
Issued 07/30/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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