Oneamerica Securities
46yrs
Top advisor by experience in Waltham
19yrs
Li Li
Financial advisor at Transamerica Financial Advisors
Based in Waltham, Massachusetts, Li Li is a fiduciary financial advisor with 19 years of industry experience. Li joined Transamerica Financial Advisors in 2018, a firm offering investment management and selecting outside investment managers. Transamerica Financial Advisors reports being paid through a percentage of assets.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 63% of advisors at Transamerica Financial Advisors
Office230 2nd Ave. 2nd Floor Suite 204, Waltham, MA 02451
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.
Career
- 2018 – nowTransamerica Financial Advisors, LLCCurrent firm
Questions to ask Li
Tailored to Li’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Li
How do I contact Li?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Li Li. Li works from the Waltham, MA office.
How long has Li been a financial advisor?
Li has been in the industry since 2007, about 19 years. More experience than 63% of advisors at Transamerica Financial Advisors.
What licenses does Li hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Li a fiduciary?
Li is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Li paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Li 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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