Gan Li (CRD# 7435677) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 2 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avidian Wealth Solutions | Houston, TX | Oct 2021 - Current | 2 |
| Next Financial | Houston, TX | Sep 2021 - Oct 2021 | < 1 |
| Americanized Benefit Consultants | Houston, TX | Aug 2021 - Sep 2021 | < 1 |
| Provident Wealth Management | Client Sales Associate, TX | May 2021 - Aug 2021 | < 1 |
| Houston Fruitland , Inc. | Houston, TX | Mar 2017 - May 2021 | 4 |
| Amarillo National Bank | Houston, TX | Mar 2013 - Mar 2017 | 4 |
| West Texas A&m | Canyon, TX | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- TX
-
Total Assets Under Management3,111MILLIONS
-
Total Number of Accounts6,015ACCOUNTS
-
Average Account Value$517,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IN, LA, MA, MD, MO, NC, NH, NY, OK, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.