Chelea
Lawrence

Wells Fargo Clearing Services, LLC

CRD#5658568
Investment Advisor
in Seattle, WA
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About this Advisor

Chelea Lawrence is a certified financial planner who works in Seattle, Washington. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Lawrence has a notable 28 years of work experience as a financial advisor. Lawrence maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Lawrence is registered to work with clients based out of Texas and Washington. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Edward Jones, Washington Mutual and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is based out of Seattle, Washington, and has 6,557 other locations in the United States. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

28 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

1763 4Th Ave S
Seattle, WA 98134

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

WA Average: 458
Total Number of Accounts

1,432,715

WA Average: 33,415
Average Account Size

$330,143

WA 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

Chelea Lawrence Work History

Chelea has 28 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2009 - 2014 (5 years)

Edward Jones

1990 - 2009 (19 years)

Washington Mutual

Disclosures

Chelea Lawrence has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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