Harry Wells (CRD# 463004) is an Investment Advisor Representative working at Wells & Wells, LLC in Westwood, MA and has over 31 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells & Wells, LLC | Westwood, MA | Jun 2004 - Current | 19 |
| Adams, Harkness & Hill, Inc. | Boston, MA | Jun 1969 - Current | 54 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- MA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,357,143
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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