Gan Li

Biography

Gan Li is a Sr. Wealth Management Associate who joined Avidian in February 2022. 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 and Series 65 exams. 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 fiancée. He also enjoys meditation to improve focus and practice mental wellness.