Lai Kwong (CRD# 7474826) is an Investment Advisor Representative working at William Blair & Company LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Blair | San Francisco, CA | May 2023 - Current | < 1 |
| William Blair & Company LLC | San Francisco, CA | May 2023 - Current | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Jun 2022 - May 2023 | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Jun 2022 - May 2023 | < 1 |
| Bank Of America, N.a. | San Francisco, CA | Feb 2022 - Jun 2022 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Oct 2015 - Jun 2022 | 6 |
| Cako Bakery LLC | San Francisco, CA | Jan 2013 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management41,722MILLIONS
-
Total Number of Accounts44,686ACCOUNTS
-
Average Account Value$933,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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