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Advisors / New York / Elmhurst
26yrs

Ping Li

Financial advisor at Transamerica Financial Advisors

Ping Li is a fiduciary financial advisor in Elmhurst, New York, with 26 years in the industry. Ping joined Transamerica Financial Advisors in 2018, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.

One of 10 advisors with offices in Elmhurst, and one of 9 fiduciaries.

Elmhurst, NY 11373Top 19% by experience at Transamerica Financial AdvisorsFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 19% by experience at Transamerica Financial Advisors
Office90-02 Queens Blvd, Elmhurst, NY 11373
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state

Services through Transamerica Financial Advisors

Investment management for individuals and small businessesChoosing other investment managers

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now

Questions to ask Ping

Tailored to Ping’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ping

How do I contact Ping?

Call Transamerica Financial Advisors at (770) 248-3271 and ask for Ping Li. Ping works from the Elmhurst, NY office.

How long has Ping been a financial advisor?

Ping has been in the industry since 2000, about 26 years. Top 19% by experience at Transamerica Financial Advisors.

What licenses does Ping hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ping a fiduciary?

Ping is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ping paid?

Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Ping 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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