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Harvey Markzon

Wells Fargo Advisors
54 Years of Experience
Farmington Hills, MI
1 DisclosureBroker
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Harvey Markzon is a registered investment advisor at Wells Fargo Advisors, based in Farmington Hills, MI, with 54 years of industry experience. Harvey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

27755 Stansbury Blvd, Ste 275, Farmington Hills, MI, 48334

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History

Regulatory History (1)
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Customer Dispute
Settled
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Employment History
Current Registrations
Wells Fargo Advisors
November 2011 - Present · 14 yrs 11 mos
Wells Fargo Clearing Services, LLC
October 2011 - Present · 15 yrs
Wells Fargo Clearing Services, LLCBroker
October 2011 - Present · 15 yrs
Previous Registrations
UBS Financial Services INC.
October 2009 - November 2011 · 2 yrs 1 mo
UBS Financial Services INC.Broker
April 2001 - November 2011 · 10 yrs 7 mos
Prudential Securities IncorporatedBroker
September 1983 - May 2001 · 17 yrs 8 mos
E. F. Hutton & Company INCBroker
June 1979 - January 1984 · 4 yrs 7 mos
The Ohio CompanyBroker
June 1974 - June 1979 · 5 yrs
Charles a ParcellsBroker
September 1972 - July 1974 · 1 yr 10 mos
State Registrations11 states
ARCACOFLILKYMINMNYPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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