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Gail Lee

Wells Fargo Advisors
41 Years of Experience
Manchester, NH
1 DisclosureBroker
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Gail Lee is a registered investment advisor at Wells Fargo Advisors, based in Manchester, NH, with 41 years of industry experience. Gail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

900 Elm St Ste 700, Manchester, NH, 03101

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History

Regulatory History (1)
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Customer Dispute
February 2002
Withdrawn
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Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2009 - Present · 17 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
October 2001 - June 2009 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1997 - March 2001 · 4 yrs 2 mos
A. F. Best Securities, INC.Broker
January 1990 - January 1997 · 7 yrs
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
April 1985 - February 1990 · 4 yrs 10 mos
State Registrations21 states
AZCACOCTDEFLGAIDKYMAMENCNHNJNYORSCTNVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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