Christopher Lee
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- UnemployedSep 2024 to Mar 2026
- General MotorsJun 2022 to Sep 2024
- UnemployedDec 2021 to Jun 2022
- Crowe LLPJun 2021 to Aug 2021
- Indiana UniversityAug 2018 to Dec 2021
- The Baseball ZoneJun 2017 to Jan 2018
- KumonJun 2016 to Nov 2017
- Winston Churchill High SchoolApr 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 8253289
- Firm CRD
- 19616