Grace Lau
Investment adviser representative at Benefit Financial Services Group
29 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm assets
Are you Grace Lau? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Benefit Financial Services GroupJan 2017 to now
- Pacwest Financial Management, Inc.Jun 1997 to Jan 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Benefit Financial Services Group
Legal name: Bfsg, LLC
$1.5BAssets managed
887Clients
25Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2766928
- Firm CRD
- 143617