Benjamin Chiu-Fung Lau

Employer firm

Apriem Advisors CRD 108188

$1.48B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2002 → Present
  Apriem Advisors
  Irvine, CA

Other Businesses

BOARD OF DIRECTORS FOR THE CFA SOCIETY OF ORANGE COUNTY & CHAIRMAN OF THE INVESTMENT COMMITTEE, CFA-OC, STARTING 08/2014.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-15

Designations

• Chartered Financial Analyst

Other Names

• Benjamin C Lau