Michael
Harrison

Wells Fargo Clearing Services, LLC

CRD#3028814
Investment Advisor
in Orlando, FL
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About this Advisor

Michael Harrison is a financial advisor based in Orlando, Florida, who has been in the financial industry for 15 years. Harrison is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Harrison maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Georgia. Wells Fargo Clearing Services, LLC is a registered investment firm that has its headquarters in Orlando, Florida. The firm has offices in 6,557 locations and a total of 26,409 advisors. It manages $473 billion in assets under management across its 1,432,715 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

800 N Magnolia Ave Ste 900 [Rbo]
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

FL Average: $11,469,110,461
Total Number of Employees

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Harrison Work History

Michael has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Michael Harrison has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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