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Kyung Lee

12 Years of Experience
King of Prussia, PA
1 DisclosureBroker

Kyung Lee is a registered investment advisor at Wells Fargo Advisors, based in King of Prussia, PA, with 12 years of industry experience. Kyung 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.

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Location

101 W Dekalb Pike, King of Prussia, PA, 19406

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History

Regulatory History (1)
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Judgment / Lien
March 2006
Other Business Activities

Kyung owns 100% of Renew, LLC, a rental property holding company, dedicating minimal time to meetings with realtors. Kyung also works as a home care associate for Aurora Home Care, spending about half their time providing home care services.

Employment History
Current Registrations
Wells Fargo Advisors
June 2021 - Present · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2014 - Present · 12 yrs 6 mos
State Registrations3 states
FLPATN
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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