I-Chen Le is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Redlands, CA, with 21 years of industry experience. I-Chen 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
220 E State St, Redlands, CA, 92373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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I-Chen owns rental property in Rialto, CA since 2009 and a parental blog since 2011, dedicating minimal time to the rental property and a few hours per week to the blog. I-Chen is also an abstract artist since 2022, dedicating about 10-20% of their time to making and selling art.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wamu Investments, INC.Broker
Wamu Investments, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations7 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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