Raymond James & Associates
47yrs
Top advisor by experience in Hawaii
12yrs
Yan Li
Financial advisor at LPL Financial
Yan Li is a fiduciary financial advisor in Honolulu, Hawaii, with 12 years in the industry. Yan joined LPL Financial in 2017, after two years at National Planning. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 854 advisors with offices in Honolulu, and one of 771 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1585 Kapiolani Blvd Suite 1604, Honolulu, HI 96814
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowLPL Financial LLCCurrent firm
- 2015 – 2017National Planning CorporationPreviously
Contact Yan
Local office(808) 532-8586Ask for Yan. (704) 733-3300Main office · Fort Mill, SC 1585 Kapiolani Blvd Suite 1604Honolulu, HI 96814Office · Get directions Facebook pageLPL Financial
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Questions to ask Yan
Tailored to Yan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Yan
How do I contact Yan?
Call Yan’s local office at (808) 532-8586 or the LPL Financial main office at (704) 733-3300, and ask for Yan Li.
How long has Yan been a financial advisor?
Yan has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Yan hold?
Series 66. Tap any license on this page to see what it allows.
Is Yan a fiduciary?
Yan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Yan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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