Paul Li (CRD# 6928525) is an Investment Advisor Representative working at Fhl Investment Management Company, LLC in North Bethesda, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fhl Investment Management Company, LLC | North Bethesda, MD | Jan 2018 - Current | 6 |
| Brown Advisory | Baltimore, MD | Mar 2006 - Jan 2018 | 11 |
- MD
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$858,051
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
MD
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