Morgan Stanley
40yrs
Top advisor by experience in La Plata
4yrs
Based in La Plata, Maryland, Khiry Lee is a fiduciary financial advisor with 4 years of industry experience. Khiry has been with Wells Fargo Advisors since 2022. 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 23 advisors with offices in La Plata, and one of 21 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office100 Rosewick Road, La Plata, MD 20646
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.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Khiry
Local office(301) 392-6166Ask for Khiry. (314) 875-3000Main office · St. Louis, MO 100 Rosewick RoadLa Plata, MD 20646Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Khiry
Tailored to Khiry’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 Khiry
How do I contact Khiry?
Call Khiry’s local office at (301) 392-6166 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Khiry Lee.
How long has Khiry been a financial advisor?
Khiry has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Khiry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Khiry a fiduciary?
Khiry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Khiry paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Khiry 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.
Other advisors nearby
LPL Financial
36yrs
Top 7% by experience in Maryland
Wealthcare Advisory Partners
32yrs
Top 12% by experience in Maryland
LPL Financial
28yrs
Top 17% by experience in La Plata
Cetera Investment Advisers
24yrs
Top 22% by experience in La Plata
Morgan Stanley
23yrs
More experience than 74% of advisors in La Plata