Wilson Li (CRD# 7899254) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Abacus Wealth Partners | Santa Monica, CA | Mar 2024 - Current | < 1 |
Woodward Financial Advisors | Chapel Hill, NC | May 2021 - Feb 2024 | 2 |
Unemployed | Chapel Hill, NC | Jan 2021 - May 2021 | < 1 |
Umstead Hotel And SPA | Cary, NC | Apr 2018 - Jan 2021 | 2 |
The Carolina Inn | Chapel Hill, NC | Apr 2018 - Dec 2018 | < 1 |
Campus Cooks | Chapel Hill, NC | Aug 2017 - May 2018 | < 1 |
Sheraton Chapel Hill | Chapel Hill, NC | May 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
- NC
-
Total Assets Under Management3,137MILLIONS
-
Total Number of Accounts5,804ACCOUNTS
-
Average Account Value$540,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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