Terry
Lee

Wells Fargo Clearing Services, LLC

CRD#4173069
Investment Advisor
in Seattle, WA
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About this Advisor

Terry Lee is a financial advisor working in Seattle, Washington, who has been in the financial industry for 11 years. Lee is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Acs/Xerox and Wells Fargo Clearing Services, LLC. Lee holds Series 65, Series 63 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Wells Fargo Clearing Services, LLC is an advisory company operating in Seattle, Washington. It has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in assets across its 1,432,715 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a number 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. A financial advisor's fee schedules usually are based on the services offered. Fees billed by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, 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

No

Office Location

999 3Rd Ave 39Th and 40Th Fls [Rbo]
Seattle, WA 98104

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

WA Average: 458
Total Number of Accounts

1,434,106

WA Average: 33,415
Average Account Size

$302,067

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

Terry Lee Work History

Terry has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - Present (8 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Acs/Xerox

Disclosures

Terry 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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