Jiaqi Li, financial advisor Orlando FL
88 score

Jiaqi Li

CRD Number: 6328597
Current Firm: International Assets Investment Management, LLC

Jiaqi Li (CRD# 6328597) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Investment Management Orlando, FL Apr 2014 - Current 2
Usa Grand Internaional Group, Inc. Flushing, NY Feb 2014 - Mar 2014 < 1
University Of Florida Gainesville, FL Aug 2012 - Dec 2013 1
Extended Travel Kunming, Mar 2012 - Apr 2012 < 1
China Minsheng Banking Corp. Kunming, Jul 2011 - Feb 2012 < 1
Yunnan University Kunming, Jan 2011 - Jul 2011 < 1
Eastern Washington University Cheney, WA Aug 2008 - Dec 2010 2
Yunnan University Kunming, Sep 2007 - Jul 2008 < 1
The High School Affiliated To Yunman Normal University Kunming, Sep 2004 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jiaqi Li
Phone Number: 407-254-1516
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $195,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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