Ilian Li, financial advisor Bethesda MD
83 score

Ilian Li

CRD Number: 4557972
Current Firm: Pnc Investments

Ilian Li (CRD# 4557972) is an Investment Advisor Representative working at Pnc Investments in Bethesda, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jun 2016 - Current < 1
Pnc Bank Bethesda, MD Jun 2016 - Current < 1
Morgan Stanley Smith Barney Bethesda, MD Sep 2010 - Jun 2016 5
Morgan Stanley Private Bank, N.a. Bethesda, MD Sep 2010 - Jun 2016 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Oct 2009 - Sep 2010 < 1
Bank Of America Rockville, MD Feb 2008 - Sep 2010 2
Banc Of America Investment Services, Inc. Rockville, MD Feb 2008 - Sep 2010 2
Navy Federal Credit Union Rockville, MD Nov 2007 - Feb 2008 < 1
Navy Federal Brokerage Services, LLC Vienna, VA Nov 2007 - Feb 2008 < 1
Ji Worldwide, Inc. Bethesda, MD May 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ilian Li
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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