Lee
Temby

Wells Fargo Clearing Services, LLC

CRD#2988681
Investment Advisor
in Hendersonville, NC

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About this Advisor

Lee Temby is a financial advisor who works out of Hendersonville, North Carolina, who has been in the industry for 11 years. Temby is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, Temby has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Temby maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 people on staff. It oversees $511 billion in total assets across its 1,430,874 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a broad range of services, including 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. Fees for financial management largely vary depending on the type of financial services offered. Fee types billed by Wells Fargo Clearing Services, LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Yes

Office Location

421 South Church St Ste 100
Hendersonville, NC 28792

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC 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

Lee Temby Work History

Lee has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Lee Temby has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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