Harold Williams Taylor

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Hyannis, MA
• 01/2023 → 04/2025
  Coldwell Banker Realty
  Duxbury, MA
• 10/2015 → 01/2023
  Portside Real Estate
  Duxbury, MA
• 05/2024 → 02/2025
  Internal Revenue Service
  Southborough, MA
• 08/2021 → Present
  Johnson Golf Managment
  Duxbury, MA
• 08/2023 → Present
  Town Of Duxbury
  Duxbury, MA
• 11/2019 → 05/2024
  H&R Block
  Kingston, MA

Other Businesses

Johnson Golf Managment Not investment related 7 Merry Ave Duxbury MA 02332 Golf Course Management Starter/Pro Shop 08/2021 24 hours 0 hours Golf Operations Town of Duxbury Not investment related 878 Tremont Street Duxbury MA 02332 Weights and Measures Department Town Sealer 8/2023 2.5 hours 0 hours Certification of measuring devices for goods sold by volume.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-30