Andrew T. Lai

VERITE FINANCIAL

Mckinney, TX

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CRD#: 4668612

Professional summary

Andrew Thomas Lai, CFA is a registered financial advisor currently at VERITE FINANCIAL, LLC located in Mckinney, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Lai's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 16, 2022 - Present

VERITE FINANCIAL, LLC

RIA

CRD#: 318099

Mckinney, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VERITE FINANCIAL, LLC

CRD#: 318099 / SEC#:

Texas

Registered Investment Advisory firm - (1/16/2022 Approved)

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Contact information

Main Address

Mckinney, TX

Mailing Address

Phone number

(214) 799-6084

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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