Principal Securities
42yrs
Top advisor by experience in Sandy Springs
20yrs
Wei Li
Financial advisor at ESI Financial Advisors
Wei Li is a fiduciary financial advisor in Sandy Springs, Georgia, with 20 years in the industry. Wei joined ESI Financial Advisors in 2006, a firm offering financial planning, investment management, and retirement plan consulting. ESI Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 75 advisors with offices in Sandy Springs, and one of 66 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2006 – nowEquity Services, Inc.Current firm
Contact Wei
Local office(770) 551-6300Ask for Wei. (800) 344-7437Main office · Montpelier, VT 5555 Glenridge Connector Suite 525Sandy Springs, GA 30342Office · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COM
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Questions to ask Wei
Tailored to Wei’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Wei
How do I contact Wei?
Call Wei’s local office at (770) 551-6300 or the ESI Financial Advisors main office at (800) 344-7437, and ask for Wei Li.
How long has Wei been a financial advisor?
Wei has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Wei hold?
Series 66. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wei paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Wei 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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