CB&T Wealth Advisors | LPL Financial
Liny Li
Vice President | Wealth Advisor
Phone
Branch/Office Location
Liny Li
Vice President | Wealth Advisor
CB&T Wealth Advisors | LPL Financial
Professional Background
Liny is a highly experienced wealth advisor with a passion for helping individuals and families achieve their financial goals. With over 21 years of experience in the financial industry, he has built a reputation for providing expert financial advice and developing comprehensive wealth management plans tailored to his clients’ unique needs.
Liny collaborates with partners throughout our organization to identify strategies for his clients’ wealth management needs. Working closely with experienced advisors, he and his team take the time to understand a client’s current and future objectives, and together they build a comprehensive strategy that addresses the client’s financial needs, goals and aspirations.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Products and Services I specialize in:
Wealth Advisors are registered with, and Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A., and CB&T Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name CB&T Wealth Advisors, and may also be employees of CB&T. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CB&T, or CB&T Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CB&T provides referrals to financial professionals of LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.