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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
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

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor