Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
New
Christopher Lee
Financial advisor at Wells Fargo Advisors
Christopher Lee is a fiduciary financial advisor in Bethesda, Maryland, registered since Feb 2026. Christopher joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office7600 Wisconsin Ave Suite 900, Bethesda, MD 20814
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
- Jun 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Christopher
How do I contact Christopher?
Call Christopher’s local office at (301) 961-0100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Christopher Lee.
How long has Christopher been a financial advisor?
Christopher is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher 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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