Li Huang
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Cetera Investment Advisers LLCApr 2022 to now
- Cetera Investment Services LLCApr 2022 to now
- East West BankApr 2022 to now
- Wells Fargo Clearing Services, LLCFeb 2022 to Apr 2022
- Wells Fargo Bank, NAJul 2020 to Feb 2022
- State Farm Investment Management CorpJul 2019 to Jun 2020
- State Farm Vp Management Corp.Jul 2019 to Jun 2020
- Lillian Huang Insurance AgencyJun 2019 to Jun 2020
- State Farm InsuranceJan 2019 to May 2019
- CitigroupDec 2013 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5479193
- Firm CRD
- 105644