Joseph HarlanCRD Number: 1426585
Current Firm: Wells Fargo Advisors, LLC
Joseph Harlan (CRD# 1426585) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Peoria, IL and has over 31 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Wells Fargo Advisors LLC||Peoria, IL||May 2009 - Current||8|
|Wachovia Securities, LLC||Peoria, IL||Jan 2008 - May 2009||1|
|A.g. Edwards||Peoria, IL||Apr 1992 - Jan 2008||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S66||NASAA Uniform Combined State Law Examination||Jun 2001|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV