Qimeng Li, financial advisor Union City CA

Qimeng Li

CRD Number: 7076628
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Qimeng Li (CRD# 7076628) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union City, CA and has over 5 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Union City, CA Jan 2013 - Current 11
Bank Of America, N.a. Union City, CA Jan 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Qimeng Li
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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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