Lew SaeleeCRD Number: 5885473
Current Firm: Wells Fargo Clearing Services, LLC
Lew Saelee (CRD# 5885473) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fresno, CA and has over 11 years of experience in the finance industry.
Commonwealth Financial Network
Diversified Wealth Management Solutions, LLC
Ameriprise Financial Services, LLC
|Wells Fargo Clearing Services, LLC||Visalia, CA||Nov 2016 - Current||6|
|Wells Fargo Bank, N.a.||Visalia, CA||Apr 2006 - Current||16|
|Wells Fargo Advisors LLC||Visalia, CA||Jan 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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