Mackenzie Harris Urquhart

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 07/2023
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
• 05/2019 → 08/2019
  Hatteras Landing Marina
  Hatteras, NC
• 08/2015 → 05/2019
  North Carolina State University
  Raleigh, NC
• 05/2017 → 08/2017
  Twiddy Realty
  Duck, NC
• 05/2018 → 08/2018
  Tandem Investment Advisors
  Charleston, NC
• 06/2018 → 08/2018
  Country Club Of Charleston
  Charleston, NC
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Winston Salem, NC

Previous Registrations

• 2020-01-28 → 2023-07-06
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC

Other Businesses

RENTAL PROPERTY, INV RELATED, WINSTEN SALEM, NC, 100% OWNERSHIP, START 4/1/2021, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. WASHINGTON PARK NEIGHBORHOOD ASSOCIATION, NOT INVT RELATED, WINSTON SALEM, NC, BOARD MEMBER, START DATE 10/16/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, ENGAGING WITH OTHER BOARD MEMBERS AND NEIGHBORS TO IMPROVE OUR HISTORIC NEIGHBORHOOD.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-28

Other Names

• Mackenzie Urquhart