GK
GK

George Kane

41 Years of Experience
Lake Oswego, OR
Broker

George Kane is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, with 41 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
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Location

4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

George is a member of Big Fish Investments LLC, a real estate company, since 2005. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - January 2014 · 3 yrs 2 mos
UBS Financial Services INC.Broker
October 2010 - January 2014 · 3 yrs 3 mos
Exos Securities, LLCBroker
January 2009 - October 2010 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - November 2007 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1990 - November 2007 · 17 yrs 2 mos
Rauscher Pierce Refsnes, INC.Broker
April 1986 - September 1990 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1984 - April 1986 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.