Alice Li is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2025-06-18 | present | Yes |
| WEALTHSPIRE ADVISORS LLC | 2022-06-16 | 2025-03-18 | — |
| FOCUS PARTNERS WEALTH, LLC | 2021-11-18 | 2022-04-04 | — |