Eric Lai, financial advisor Concord CA

Eric Lai

CRD Number: 4726336
Current Firm: Archvest Wealth Advisors, Inc.

Eric Lai (CRD# 4726336) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 20 years of experience in the finance industry. Eric Lai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Grossman Financial Management Benicia, CA Feb 2020 - Current 4
Archvest Wealth Advisors, Inc. Walnut Creek, CA Aug 2014 - Current 9
Watermark Asset Management San Ramon, CA May 2003 - Aug 2014 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Eric T. Lai
Phone Number: 925-215-5600
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $960,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, NY, TX

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