Erika Lee is a registered investment advisor at Wells Fargo Advisors, based in Salem, OR, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
1500 Liberty St Se, Ste 250, Salem, OR, 97302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erika is the Vice President of Finance for the Delta Gamma Alumnae, Willamette Valley Region. She spends about 10-20% of her time attending meetings, keeping books, collecting dues, and preparing budgets.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations28 states
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