Gregory Lai (CRD# 2262839) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Newport Beach, CA and has 1 year 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 |
|---|---|---|---|
| Affinity Investment Advisors | Irvine, CA | Jul 1992 - Current | 31 |
- CA
-
Total Assets Under Management938MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$12,183,531
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, HI
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