Honna Manhan Li

Employer firm

Kcm Investment Advisors CRD 109629

$6.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2008 → 07/2021
  Charles Schwab & Co., Inc
  San Francisco, CA
• 11/2008 → 07/2021
  Charles Schwab Bank, Ssb
  San Francisco, CA
• 07/2022 → Present
  Kcm Investment Advisors
  Greenbrae, CA
• 07/2021 → 07/2022
  Unemployed
  San Francisco, CA

Previous Registrations

• 2008-12-05 → 2021-07-12
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2006-09-29 → 2008-05-23
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

1)REAL ESTATE/PROPERTY MANAGEMENT, OWNER, 60 VIA NAVARRO, GREENBRAE, CA 94904, START DATE 07/01/2015, HOURS VARIES/PER MONTH, RENT OUT HOUSE, MANAGED BY SPOUSE.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-14
• S63 Uniform Securities Agent State Law Examination
  1996-03-05

Designations

• Certified Financial Planner

Other Names

• Honna Man Han Li
• Honna Manhan Li
• Honna Man-Han Li