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Shantele Lewis

Wells Fargo Advisors
29 Years of Experience
Rancho Santa Fe, CA
7 DisclosuresBroker
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Shantele Lewis is a registered investment advisor at Wells Fargo Advisors, based in Rancho Santa Fe, CA, with 29 years of industry experience. Shantele 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

View Full SEC Brochure

Location

6106 La Flecha, Pob 7069, Ste 206, Rancho Santa Fe, CA, 92067

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History

Regulatory History (7)
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Judgment / Lien
March 2014
Judgment / Lien
July 2013
Judgment / Lien
March 2013
Judgment / Lien
May 2012
Judgment / Lien
November 2010
Judgment / Lien
February 2009
Judgment / Lien
June 2007
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
December 2016 - Present · 9 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 1997 - Present · 29 yrs 4 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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