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professional profile

YONGXIANG LI, CFA

IAR Rockville, MD CRD 4556591 Last verified October 2026

Overview

YONGXIANG LI is an investment adviser representative based in Rockville, MD, with 22 years in the industry.

Years in the industry
22
States registered
1
Exams passed
2
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2025

Book and practice

Firm assets under management on file

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