Lawrence Li

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 11/2024 → 12/2025
  Florida Financial Advisors Dba Georgia Financial Advisors
  Atlanta, GA
• 05/2023 → 11/2024
  Unemployed
  N/A, GA
• 08/2019 → 05/2023
  University Of Pennsylvania
  Philadelphia, PA
• 09/2015 → 05/2023
  Kent School
  Kent, CT
• 05/2025 → 12/2025
  Trinity Wealth Securities, Llc
  Atlanta, GA
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-11-25 → 2025-12-02
  Florida Financial Advisors, Llc
  Atlanta, GA
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-26
• S65 Uniform Investment Adviser Law Examination
  2024-10-21