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Tonya Lankford
25 Years of Experience
Ormond Beach, FL
1 DisclosureBroker
Tonya Lankford is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 25 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
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History (1)
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Financial
November 2016Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.
February 2001 - November 2008 · 7 yrs 9 mos
UBS Financial Services INC.Broker
February 2001 - November 2008 · 7 yrs 9 mos
State Registrations47 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWVWY
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.