Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
5yrs
Lei Chen
Financial advisor at Wells Fargo Advisors
Based in Vancouver, Washington, Lei Chen is a fiduciary financial advisor with 5 years of industry experience. Lei has been with Wells Fargo Advisors since 2021. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office700 SW Washington St 5th Floor Suite 501 [Wd-Rbo], Vancouver, WA 98660
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Lei
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Lei. 700 SW Washington St 5th Floor Suite 501 [Wd-Rbo]Vancouver, WA 98660Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Lei
Tailored to Lei’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lei
How do I contact Lei?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Lei Chen. Lei works from the Vancouver, WA office.
How long has Lei been a financial advisor?
Lei has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Lei hold?
Series 66. Tap any license on this page to see what it allows.
Is Lei a fiduciary?
Lei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lei paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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