Lee Julian Blackwell

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Orlando, FL

Other Businesses

PINE CREEK PARTNERS LLC, INV RELATED, ORLANDO, FL, 100% OWNER, START: 4/14/2008, 2 HOURS PER MONTH/2 DURING TRADING, DUTIES: FINET PRACTICE| SOUTH SHORES OCEANSIDE CONDO ASSOCIATION; NOT INV. RELATED; MELBOURNE BEACH,FL; BOARD MEMBER; START DATE 01/01/2025; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS BUILDING MAINTENANCE, BUDGET, AND FUTURE UPGRADING PLANS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-01
• S63 Uniform Securities Agent State Law Examination
  1988-10-25

Other Names

• Lee J Blackwell