Weili Jiang is a registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 5 years of industry experience. Weili operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
450 Independence Pkwy, Suite 100, Plano, TX, 75075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Weili works full-time at Lam, Po & Xu CPA's, providing tax services to clients. He is also a passive investor in Independence 190 LLC, TONTIN L.P., and Paxel Financial Consulting, and manages a personal rental property, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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