Wei
Li

Equity Services, Inc

CRD#5152369
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Wei Li is a financial advisor operating in Atlanta, Georgia with 17 years of relevant experience. Li currently works for Equity Services, Inc. During their career, the advisor has held roles at Equity Services, Inc and Apogee Financial Partners. Li maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Equity Services, Inc is an advisory firm operating out of Montpelier, VT. The firm has offices in 220 locations and a total of 440 employees. It handles $2 billion in assets among its 11,317 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 11,317 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. Equity Services, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on the financial services. However, fees billed by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

GA Average: $4,257,716,217
Total Number of Employees

440

GA Average: 30
Total Number of Accounts

11,317

GA Average: 868
Average Account Size

$164,964

GA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Wei Li Work History

Wei has been registered as a financial advisor for 17 years.*

2019 - Present (5 years)

Apogee Financial Partners

2006 - Present (18 years)

Equity Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Wei Li to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Eric Gottesman
Lido Beach, NY
Clayton Nash
Roanoke, VA
Eric Goodman
Hauppauge, NY
Matthew Keiss
Atlanta, GA
Joshua Lochner
West Harrison, NY
Robert Liebman
Fort Lauderdale, FL
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started