Wei Li

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2001 → 01/2021
  Self Employed
  Newnan, GA
• 06/2006 → Present
  Equity Services, Inc.
  Atlanta, GA
• 02/2019 → Present
  Apogee Financial Partners
  Sandy Springs, GA

Other Businesses

*CIMA FARMS, LLC, NOT INV. REL., IN GA, EQUESTRIAN BOARDING, OWNER, 1/07-PRES,5-10 HRS/MO, NOT DUR. TRAD. HRS, OWNER OF CIMA FARMS WHICH PROVIDE SELF-CARE BOARDING FACILITIES TO AREA EQUINE OWNERS. THE EQUINE OWNERS MAKE MONTHLY BOARDING PAYMENTS. *PREMIER ADVISOR NETWORK, LLC. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. INV REL. LIFE INS SALES. IND SALES AGENT. 2012-CURRENT. 0-5 HRS/MO. DURING TRADE HRS. *APOGEE FINANCIAL PARTNERS. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. JAN 2019. INV REL. DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-07

Other Names

• Wei Li Mcdonald
• Wei Li
• Wei No Middle Name Li