Laith Khalaf is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 26 years of industry experience. Laith 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.
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
6515 Longshore Loop, Ste 200, Dublin, OH, 43017
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Regulatory History (1)
Customer Dispute
June 2026Other Business Activities
Laith owns multiple rental properties in Dublin, Columbus, and Miami, dedicating minimal time to each. He also serves as an emcee for the Mid Ohio Food Bank, which is not investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations31 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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