How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Cindy

ADVISOR PROFILE

I am a in home care provider for my parent with the In Home Supportive Services Program. The program is not investment related. I provide care in term of cooking, cleaning for my parent from home locate 15873 Via Del Sol, San Lorenzo CA 94580. I started 9/2020 and I normally devote around 20 hours weekly for this in home care.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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FEEDBACK

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Cindy Xiuchan Li

Experience: 2 years / 1 firms

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