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Guang L
Series 65
Houston, TX
Southmore Financial Advisory LLC
Guang Li is a financial advisor at Southmore Financial Advisory LLC in Houston, TX, holding a Series 65 credential with three years of industry experience. Prior to founding his firm, he worked at Shell Oil for eight years. He is also involved as a member of the Houston Tsinghua Alumni Association, a nonprofit alumni group. Southmore Financial Advisory LLC serves individual and high-net-worth clients with fee-only investment management and financial planning. The firm offers tailored portfolio management using both passive and active strategies, focusing on fundamental analysis and mutual fund/ETF evaluation, and provides written financial plans alongside periodic educational communications.
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