SL
SL
Shantele Lewis
28 Years of Experience
Rancho Santa Fe, CA
7 DisclosuresBroker
Shantele Lewis is a registered investment advisor at Wells Fargo Advisors, based in Rancho Santa Fe, CA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
6106 La Flecha, Pob 7069, Ste 206, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (7)
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Judgment / Lien
March 2014Judgment / Lien
July 2013Judgment / Lien
March 2013Judgment / Lien
May 2012Judgment / Lien
November 2010Judgment / Lien
February 2009Judgment / Lien
June 2007Employment History
Current Registrations
Wells Fargo Advisors
December 2016 - Present · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 1997 - Present · 28 yrs 11 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.