Gan Li joined Avidian in February 2022 as a Wealth Management Associate. His responsibilities include new account openings, account funding, cashiering, and client account maintenance for two of our Advisors. Prior to joining Avidian Wealth, he served as a Client Service Associate for a boutique Registered Investment Advisory firm. Li also has four years of experience in the banking sector where he actively built and maintained client relationships.
Gan passed the Security Industry Essentials exam and the Series 65 exam. Gan graduated from West Texas A&M with his Bachelor’s of Business Administration in Accounting. Gan received his Master’s degree in Finance from the University of Houston-Clear Lake.
Gan enjoys reading books and traveling to different parts of the world with his fiancee. He also enjoys meditation to help with focus and practicing mental wellness.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!