Wei
Li
Transamerica Financial Advisors, Inc
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About this Advisor
Wei Li is a certified financial planner operating in Waltham, Massachusetts with a total of 6 years of industry experience. Li currently works for Transamerica Financial Advisors, Inc. During their career, Li has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Feeney Brothers Excavation LLC, Wei Li, Cpa, Fpm LLC, Bilingual Cpa Group LLC, 73-75 Summer Street LLC, 44-46 Mystic River Road Rental and Artera Services, LLC. Li holds a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Massachusetts. Transamerica Financial Advisors, Inc is a registered investment firm headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in total assets among its 59,659 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Wei Li Work History
Wei has been registered as a financial advisor for 6 years.*
44-46 Mystic River Road Rental
Fpm LLC
Bilingual Cpa Group LLC
Transamerica Financial Advisors, Inc
73-75 Summer Street LLC
World Financial Group, Inc
Feeney Brothers Excavation LLC
Wei Li, Cpa
Artera Services, LLC
*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 Transamerica Financial Advisors, Inc
Plano, TX
Milpitas, CA
Braintree, MA
Irvine, CA
San Antonio, TX
Colorado Springs, CO
Woodland Hills, CA
Bridgeport, MI
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.
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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.
