Lee Blackwell
Lee Blackwell is a registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 39 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7575 Dr. Phillips Blvd, Ste 100, Orlando, FL, 32819
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2016Customer Dispute
April 1997Customer Dispute
August 1995Regulatory
June 1991Regulatory
April 1991Other Business Activities
Lee is a 100% owner of Pine Creek Partners LLC since 2008, dedicating minimal time to the business. Lee is also a board member of South Shores Oceanside Condo Association, spending minimal time attending meetings.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Jwgenesis Financial Group, INCBroker
Chatfield Dean & CO., INC.Broker
Thomas James Associates, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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