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Andrew C
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Andrew Craig is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked for Prudential Equity Group, LLC for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has a 20% ownership interest in Big T's Coastal Provisions, a business based in Mount Pleasant. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics and serves a wide range of clients including pension and charitable organizations.
Mary Beth H
Series 63, Series 66
Mount Pleasant, SC
Wells Fargo Clearing
Mary Beth Harlow is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 66 designations and bringing 22 years of industry experience. She previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.
James P
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
James Platzer is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Robert B
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Robert Blitch is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Leo M
CFP®, ChFC®, Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Leo Mclaughlin is a CFP® and ChFC® with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for nine years. He is a board member of the Disabilities Board of Charleston County, overseeing services for people with disabilities and special needs. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
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