Patrick Lau (CRD# 1303975) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Diamond Bar, CA and has over 23 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp. | Diamond Bar, CA | Aug 2018 - Current | 5 |
State Farm Vp Management Corp. | Diamond Bar, CA | Jul 2017 - Current | 6 |
Patrick Lau Insurance Agency | Diamond Bar, CA | Jul 2017 - Current | 6 |
State Farm Vp Management Corp. | Walnut, CA | Feb 2000 - Jul 2017 | 17 |
Patrick Lau Insurance Agency | Walnut, CA | Nov 1990 - Jul 2017 | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2000 |
- AZ
- CA
- NV
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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