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Li-wei Chang

Verified

Verified

7summit Advisors, LLC

Specializations
Portfolio Management for Individuals
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About Li-wei Chang

Li-Wei Chang is a financial advisor based in Los Angeles, CA. Li-Wei is a registered Investment Advisor Representative with 7summit Advisors, LLC. Li-Wei has been in the industry for over 20 years and has held previous positions at E*TRADE SECURITIES LLC, ASSENT LLC, SCHONFELD SECURITIES, LLC, CAMDEN SECURITIES, INC., WEDBUSH MORGAN SECURITIES INC., and J.B. OXFORD & COMPANY. Li-Wei holds Series 7, 55, 63, and 66 licenses. Li-Wei is a Certified Financial Planner and is a Registered Player Financial Advisor with the National Football League Player Association. Li-Wei specializes in providing financial guidance to individuals and high-net-worth individuals.

Firm Information

Li-wei Chang is currently registered with 7summit Advisors, LLC. 7Summit Advisors, LLC is an investment advisor that provides portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $28.8 million in assets for 64 clients.

$28.79M

Assets Under Management

Not reported

Total Clients

1

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Li-wei Chang’s Registration & Firm History

CA

10/09/2014 - Present

7summit Advisors, LLC (LOS ANGELES CA)

CA

11/05/2004 - 10/28/2010

E*TRADE SECURITIES LLC (LOS ANGELES CA)

IL

07/08/2003 - 09/15/2004

ASSENT LLC (BOLINGBROOK IL)

NY

07/15/2002 - 06/09/2003

SCHONFELD SECURITIES, LLC (JERICHO NY)

CA

02/22/2002 - 07/15/2002

CAMDEN SECURITIES, INC. (LOS ANGELES CA)

CA

04/21/1999 - 04/04/2000

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

CA

02/17/1999 - 03/08/1999

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

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Licenses & Designations

BOTH

Issued 06/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Li-wei Chang.
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