Li Tian
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCOct 2021 to now
- Palomar College FoundationFeb 2016 to now
- Legacy ShieldJun 2021 to Oct 2021
- Ustc Alumni Association of Southern CaliforniaMay 2020 to Oct 2021
- Wrote a Book, Plan To Publish ItMay 2019 to Oct 2021
- Cultural ConnectionMar 2019 to Feb 2021
- DebtmericaMay 2018 to Oct 2021
- Grand Line Consulting, IncJan 2016 to Oct 2021
- San Elijo Hills FoundationMay 2015 to Aug 2018
- Transamerica Financial Advisors, LLCJul 2012 to Oct 2021
- Rental PropertyNov 2010 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6131781
- Firm CRD
- 6413