Erika Rachelle Lee
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business
Are you Erika Rachelle Lee? Claim your profile
Contact this firm
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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2022 to now
- Royal Alliance Associates, Inc.Aug 2020 to Jan 2022
- Cgc Financial ServicesJun 2019 to Jan 2022
- AldrichDec 2017 to Jun 2019
- Summit Wealth ManagementAug 2017 to Dec 2017
- N/aMay 2017 to Aug 2017
- Willamette University, Department of PsychologyAug 2016 to May 2017
- Hallie Ford Museum of ArtMay 2016 to May 2017
- Delta Gamma FraternityDec 2015 to Dec 2016
- Willamette University, College of LawMay 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MO, OR, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6344037
- Firm CRD
- 11025