Li LiuCRD Number: 7068176
Current Firm: Transamerica Financial Advisors, Inc.
Li Liu (CRD# 7068176) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 4 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Lee, Huang & Associates, P.c.||Houston, TX||Mar 2023 - Current||< 1|
|Transamerica Financial Advisors, Inc.||Houston, TX||Jan 2019 - Current||4|
|World Financial Group, Inc.||Houston, TX||Dec 2012 - Current||10|
|Honghua America||Houston, TX||Mar 2013 - Jan 2017||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management1,815MILLIONS
Total Number of Accounts59,659ACCOUNTS
Average Account Value$30,430
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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