Gregory LaiCRD Number: 2262839
Current Firm: Affinity Investment Advisors, LLC
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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Affinity Investment Advisors||Irvine, CA||Jul 1992 - Current||29|
Total Assets Under Management1,066MILLIONS
Total Number of Accounts112ACCOUNTS
Average Account Value$9,514,680
- A percentage of assets under your management
- 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
CA, CT, FL, GA, HI, IL, MO, NC, NE, NH, NJ, NV, NY, PA, SC, TN, TX, WI
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