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George Chun-Hung Lai

VALENCE8 US LP·CAMBRIDGE, Massachusetts
Series 3, Series 7, Series 63Clean record4 years registeredVALENCE8 US LP
15A ELLSWORTH AVENUE, CAMBRIDGE, MA 02139CRD# 4710081Firm CRD# 317389

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Chun-Hung Lai · CAMBRIDGE, MA
Registration
CRD #4710081 · VALENCE8 US LP · 4 years registered
Brand Profile
Not yet started
01

Career History

VALENCE8
Jun 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Registration record
First registered · June 13, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALENCE8 US LP
CRD 317389 · SEC 801-122837
AUM
$909M
Regulatory assets under management
Employees
6
6 client accounts
Services offered by VALENCE8 US LP
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at VALENCE8 US LP →
Introduction

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05

Frequently Asked Questions

What services does George Chun-Hung Lai offer?
George Chun-Hung Lai specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are George Chun-Hung Lai's credentials?
George Chun-Hung Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Chun-Hung Lai located?
George Chun-Hung Lai is based in CAMBRIDGE, Massachusetts, working with VALENCE8 US LP. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does George Chun-Hung Lai charge for services?
George Chun-Hung Lai's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALENCE8 US LP?
VALENCE8 US LP has approximately 6 employees and manages $909M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALENCE8 US LP

Brendan James Corcoran
CAMBRIDGE, MA
Alejandro Goldberg
CAMBRIDGE, MA

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