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Harold M
Series 63, Series 65
Rockport, TX
Wells Fargo Clearing
Harold Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo Clearing in 2019, he worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.
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