Eugene Lai (CRD# 4859155) is an Investment Advisor Representative working at Lai Capital Management LLC in Irvine, CA and has over 21 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eugene Lai | Irvine, CA | Jun 2012 - Current | 11 |
| Lai Capital Management LLC | Irvine, CA | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- CA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$411,629
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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