Best Investors Account Sign in
Inactive

George Chun-Hung Lai

Valence8

San Mateo, CA

Cambridge, MA

Claim This Profile
Current Employers
Valence8

One Broadway 14Th Floor, Cambridge, MA 02142 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-13
  • CA RA
    APPROVED
    Since 2022-06-13

Branch Locations

1840 Gateway Dr Suite 400, San Mateo, CA 94404 • United States

One Broadway 14Th Floor, Cambridge, MA 02142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Associates Menlo Park CA 08/2011 03/2017
Cm Capital Palo Alto CA 06/2017 03/2021
Steveston Ventures Belmnt CA 03/2021 02/2022
Valence8 Cambridge MA 02/2022 Present
  • 08/2011 → 03/2017
    Cambridge Associates
    Menlo Park, CA
  • 06/2017 → 03/2021
    Cm Capital
    Palo Alto, CA
  • 03/2021 → 02/2022
    Steveston Ventures
    Belmnt, CA
  • 02/2022 → Present
    Valence8
    Cambridge, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-07-27
  • S63 Uniform Securities Agent State Law Examination
    2007-07-27
Designations

View on SEC IAPD

Other Firms

NEWFRONT RETIREMENT SERVICES, INC.
ESO MANAGEMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
FISHER INVESTMENTS
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

More in San Mateo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor