CL
CFP
CL
CFP

Chelea Lawrence

17 Years of Experience
Seattle, WA
1 DisclosureBroker

Chelea Lawrence is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Seattle, WA, with 17 years of industry experience. Chelea 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

Loading...

Location

999 3rd Ave, [Wv-Rbo], Seattle, WA, 98104

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Denied
Employment History
Current Registrations
Wells Fargo Advisors
September 2014 - Present · 12 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2014 - Present · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Edward Jones
June 2009 - September 2014 · 5 yrs 3 mos
Edward JonesBroker
June 2009 - September 2014 · 5 yrs 3 mos
State Registrations20 states
AKARAZCACOCTFLHIIDILINMAMDMNMOMTNVNYORWA
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.
More Advisors