Harlan Storey (CRD# 1158093) is an Investment Advisor Representative working at Mai Capital Management, LLC in North Canton, OH and has 1 year of experience in the finance industry. Harlan Storey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4629095
Mml Investors Services, LLC
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management, LLC | Cleveland, OH | Oct 2021 - Current | 2 |
| Storey & Associates | North Canton, OH | Oct 2009 - Sep 2021 | 11 |
- OH
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Total Assets Under Management19,711MILLIONS
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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