Andrew LaiCRD Number: 4668612
Current Firm: Verite Financial, LLC
Andrew Lai (CRD# 4668612) is an Investment Advisor Representative working at Verite Financial, LLC in Mckinney, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Verite Financial, LLC||Mckinney, TX||Dec 2021 - Current||< 1|
|Collinson Group||Plano, TX||Feb 2020 - Current||2|
|Signify Health||Dallas, TX||Apr 2019 - Feb 2020||< 1|
|Alliance Data Systems||Plano, TX||Dec 2011 - Mar 2019||7|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
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