Kelley
Lee

Wells Fargo Clearing Services, LLC

CRD#4892598
Investment Advisor
in San Diego, CA
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About this Advisor

Kelley Lee is a financial advisor working in San Diego, California, who has been in the industry for 22 years. Lee is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, Lee has worked at Wells Fargo Investments, LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lee holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in San Diego, California. It has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in assets under management between its 1,432,715 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC has 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. Financial advisory fee schedules typically are based on which services are offered. Fee types billed by Wells Fargo Clearing Services, LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

22 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

Kelley Lee Work History

Kelley has 22 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

1996 - Present (23 years)

Wells Fargo Bank, N.A

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2006 - 2010 (4 years)

Wells Fargo Investments, LLC

Disclosures

Kelley Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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