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Christian Francis Li

TAG FINANCIAL INC·DIAMOND BAR, California
Unclaimed Profile
20955 PATHFINDER ROAD, DIAMOND BAR, CA 91765-4029CRD# 1777213Firm CRD# 109175
01

About

Christian Francis Li is a registered financial advisor based in DIAMOND BAR, California, affiliated with TAG FINANCIAL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TAG FINANCIAL INC
THE ADVISORY GROUP
AUM
$380M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TAG FINANCIAL INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1777213
Firm CRD# 109175
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christian Francis Li offer?
Christian Francis Li specializes in Financial Planning, Investment Management. Contact their office in DIAMOND BAR, California for a consultation.
What are Christian Francis Li's credentials?
Christian Francis Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian Francis Li located?
Christian Francis Li is based in DIAMOND BAR, California, working with TAG FINANCIAL INC. Their office serves clients in the DIAMOND BAR metropolitan area and surrounding communities.
How does Christian Francis Li charge for services?
Christian Francis Li's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAG FINANCIAL INC?
TAG FINANCIAL INC has approximately 5 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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