7summit Advisors, LLC
7summit Advisors, LLC (CRD# 171409) is a financial advisory firm headquartered in Los Angeles, CA. They manage $19,079,382 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$794,974
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Li-wei Chang (CRD# 2488390) is an Investment Advisor Representative working at 7summit Advisors, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry. Li-wei Chang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.