Harry E. Wells
Professional summary
Harry Elwood Wells III, who also goes by Harry Elwood Wells, is a registered financial advisor currently at WELLS & WELLS, LLC located in Westwood, Massachusetts.
Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Harry has worked at 2 firms and has passed the Series 63, Series 1 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Harry Elwood Wells III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2012 - Present
WELLS & WELLS, LLC
August 26, 2004 - December 31, 2011
WELLS & WELLS, LLC
September 17, 1970 - June 23, 2004
CANACCORD GENUITY LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2012)
Exams
Series 1
Date: 2/10/1970
Registered Representative ExaminationSeries 00
Date: 9/15/1970
General Securities Principal ExaminationCurrent Firm
WELLS & WELLS, LLC
CRD#: 132164 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 20,155,000 |
Red Flags
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