Bo Li
Bo Li is a registered investment advisor at Cetera Investment Advisers LLC, based in Solon, OH, with 34 years of industry experience. Bo is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6200 Som Center Rd, Ste B21, Solon, OH, 44139
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Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Bo operates under the DBA Solon Financial Group for securities business and fixed insurance, and owns 50% of a rental property (IFER Solon LLC). Bo is also involved in various organizations, including a US-China business association, an Asian American insurance group, and a Chinese school association, and spends a few hours per week on language translation and restaurant business development.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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