Yanfang Li, financial advisor Plano TX

Yanfang Li

CRD Number: 5980447
Current Firm: Transamerica Financial Advisors, Inc.

Yanfang Li (CRD# 5980447) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Secured Business And Tax Solu LLC Dallas, TX Jan 2024 - Current < 1
Healthcare Solutions Team Winston Salem, NC Nov 2023 - Current < 1
Rental House Lavon, TX Oct 2021 - Current 2
Rental Property Plano, TX Jul 2021 - Current 2
Rental Property St Charles, MO Sep 2014 - Current 9
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 12
Wfgia Plano, TX May 2011 - Current 12
Advanced Health & Nutrition Group Corp Plano, TX Aug 2013 - Jan 2016 2
Ameriwood Industries Inc. Wright City, MO May 2008 - May 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Yanfang Li
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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