I-Chen
Le

Wells Fargo Clearing Services, LLC

CRD#4934367
Investment Advisor
in San Diego, CA
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About this Advisor

I-Chen Le is a certified financial planner who works in San Diego, California, with a total of 10 years of work experience. Le is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Wells Fargo Advisors LLC. Le maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Wells Fargo Clearing Services, LLC is a business that has its headquarters in San Diego, California. It has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in total assets among its 1,432,715 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on the financial services. Fees billed by Wells Fargo Clearing Services, LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

CA Average: $11,469,110,461
Total Number of Employees

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

I-Chen Le Work History

I-Chen has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

I-Chen Le has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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