TB
TB

Ted Bowling

43 Years of Experience
Oklahoma City, OK
Broker

Ted Bowling is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ted owns rental property and has oil & gas investments through TeNan Production LLC. He is also a county board member, but this is not investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Edward Jones
April 1991 - October 2013 · 22 yrs 6 mos
Edward JonesBroker
May 1982 - October 2013 · 31 yrs 5 mos
State Registrations37 states
ALARAZCACODCFLGAIDILKSLAMDMEMIMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWI
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.
Ted Bowling - Financial Advisor | TrueAdvisor