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Lili Shi

Innovation Partners LLC

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About Lili Shi

Lili Shi is a financial advisor at Innovation Partners LLC. Lili has been in the industry since August 21, 2016. Lili has a Series 63, Series 7 and SIE license. Lili is registered in California and has a strong focus on financial planning, consulting services to qualified retirement plans, pension consulting and portfolio management for both individuals and businesses. Lili has previously worked with Finalis Securities LLC and Investment Visa Consultants, LLC.

Firm Information

Lili Shi is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Recurring fee

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Lili Shi’s Registration & Firm History

NC

08/30/2024 - Present

Innovation Partners LLC (CHARLOTTE NC)

NY

09/01/2022 - 06/16/2023

FINALIS SECURITIES LLC (NEW YORK NY)

OR

08/22/2016 - 09/08/2022

INVESTMENT VISA CONSULTANTS, LLC (LAKE OSWEGO OR)

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Licenses & Designations

BC

Issued 08/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lili Shi.
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