Invested Better
Unclaimed

Unclaimed

Unclaimed

Fang Tao

Lincoln International LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Fang? Claim Your Profile

About Fang Tao

Fang Tao is a financial professional with over 2 years of experience in the industry. Fang currently holds a Series 63, Series 79TO, and SIE license. Fang is registered with Lincoln International LLC in the states of California, Georgia, Illinois, New York, and Texas. Prior to joining Lincoln International LLC, Fang was employed with Houlihan Lokey Capital, Inc. in Los Angeles, CA.

Firm Information

Fang Tao is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Fang Tao’s Registration & Firm History

CA

11/16/2023 - Present

Lincoln International LLC (LOS ANGELES CA)

CA

08/09/2022 - 11/17/2023

HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES CA)

Not sure if Fang Tao is right for you?

Licenses & Designations

BC

Issued 08/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fang Tao.
Not sure if Fang Tao is right for you?