Grace Lau

from Benefit Financial Services Group
SEC regulated
Regulated Investment Advisor
Grace Lau is a financial advisor based in California, Irvine, with 29 years of experience. Grace currently works for Benefit Financial Services Group. Grace maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Grace Lau works at Benefit Financial Services Group
Benefit Financial Services Group is a financial advisory firm based in Irvine, California. It currently has approximately $976,609,474 of assets under management and employs about 32 people. Benefit Financial Services Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under consultation.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
19 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under consultation
Office location
2040 Main Street, Suite 720, Irvine, California, 92614

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