Gary Le Lam
Investment adviser representative at Wells Fargo Advisors
18 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Wells Fargo Bank, NAAug 2022 to now
- Wells Fargo Clearing Services, LLCAug 2022 to now
- J.P. Morgan Securities LLCAug 2018 to Jul 2022
- JPMorgan Chase Bank, N.A.Aug 2018 to Jul 2022
- Unionbanc Investment Services, LLCSep 2012 to Aug 2018
- Dang Pharmacy Group, Inc.Oct 2008 to Aug 2022
- San Gabriel Medical PharmacyOct 2008 to Aug 2022
- Union Bank, N.A.Sep 2008 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6112742
- Firm CRD
- 19616