Qwendalynn Lai (CRD# 5576511) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 15 years 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 |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Nov 2023 - Current | < 1 |
| Svb Wealth LLC | Santa Clara, CA | Jun 2022 - Current | 1 |
| Svb Investment Services Inc. | Santa Clara, CA | Jun 2022 - Current | 1 |
| Silicon Valley Bank | Santa Clara, CA | Apr 2020 - Mar 2023 | 2 |
| Svb Wealth Advisory | Santa Clara, CA | Apr 2020 - Jun 2022 | 2 |
| Wells Fargo Clearing Services, LLC | Mountain View, CA | Nov 2016 - Apr 2020 | 3 |
| Wells Fargo Bank Na | Mountain View, CA | Jul 2004 - Apr 2020 | 15 |
| Wells Fargo Advisors LLC | Mountain View, CA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- AZ
- CA
- CO
- IN
- LA
- MI
- MN
- NV
- NJ
- OR
- UT
- WA
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Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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