Yichuan LiCRD Number: 5922896
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Yichuan Li (CRD# 5922896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 6 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Bank Of America, N.a.||San Francisco, CA||Jun 2016 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Jun 2016 - Current||2|
|Hsbc Bank Usa N.a.||Millbrae, CA||Nov 2015 - Apr 2016||< 1|
|Hsbc Securities (usa) Inc.||Millbrae, CA||Oct 2015 - Apr 2016||< 1|
|Gitigold International||San Francisco, CA||Apr 2014 - Oct 2015||1|
|Citibank||Sugar Land, TX||Mar 2013 - Apr 2014||1|
|Cbg Financial Group, Inc.||Boca Raton, FL||May 2011 - Feb 2013||1|
|Nova Southereastern Universtiy||Davie, FL||Jul 2006 - Jun 2011||4|
|Unemployed||Davie, FL||Mar 2011 - May 2011||< 1|
|Snap Global Solutions||Ft Lauderdale, FL||Sep 2010 - Mar 2011||< 1|
|Avgen Electronic LLC||Hollywood, FL||Feb 2010 - Aug 2010||< 1|
|Dallas Baptist University||Dallas, TX||Aug 2007 - May 2009||1|
|Unemployed||Dallas, TX||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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