Li Tian

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 10/2021
  Transamerica Financial Advisors, Inc
  Pasadena, CA
• 07/2012 → Present
  World Financial Group, Inc.
  Pasadena, CA
• 05/2015 → 08/2018
  San Elijo Hills Foundation
  San Marco, CA
• 02/2016 → Present
  Palomar College Foundation
  San Marcos, CA
• 01/2016 → Present
  Grand Line Consulting, Inc
  San Marcos, CA
• 11/2010 → Present
  Rental Property
  San Marcos, CA
• 05/2018 → Present
  Debtmerica
  Santa Ana, CA
• 03/2019 → 02/2021
  Cultural Connection
  Carlsbad, CA
• 05/2019 → Present
  Wrote A Book, Plan To Publish It
  San Marcos, CA
• 05/2020 → Present
  Ustc Alumni Association Of Southern California
  El Monte, CA
• 06/2021 → Present
  Legacy Shield
  Ponte Vedra, FL
• 10/2021 → Present
  Lpl Financial Llc
  San Marcos, CA

Previous Registrations

• 2016-08-01 → 2021-10-08
  Transamerica Financial Advisors, Llc
  San Dimas, CA
  San Diego, CA

Other Businesses

1) 10/2021- JFC Advisor Network-DBA for LPL Business (entity for LPL business)- inv. Related- SAN MARCOS CA 2) 10/2021 - Grand Line Consulting, Inc.- Business Entity For Tax/Investment Purposes Only- non-inv. Related- San Marcos, CA- start date 1/2016- 20hrs/mth 3) 10/2021- Real Estate Rental- owner or 2 rental properties- inv. related- San Marcos, CA- start date 1/2010- 2hrs/mth 4) 10/2021- Care provider for my parents, through IHSS (In-Home Supportive Services) - noninv. Related- Santa Ana, CA- start date 1/2021- 35hrs/mth 5) 10/2021- Author of book - Westbound: A Memoir: My Journey from Beijing to New York City- non-inv. related- San Marcos, CA- start dat 6/2019 6. 05/06/2024 - The Integrity Wealth Group - DBA for LPL Business (entity for LPL business) - Inv. Related - 809 Genoa Way San Marcos, CA 92078 - Start Date 04/25/2024 - 1hr/moth

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-27
• S63 Uniform Securities Agent State Law Examination
  2012-11-19