CL
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Charles Lincoln
39 Years of Experience
Little Rock, AR
1 DisclosureBroker
Charles Lincoln is a registered investment advisor at Morgan Stanley, based in Little Rock, AR, with 39 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
2200 North Rodney Parham Road, Suite 100, Little Rock, AR, 72212
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1990Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 1994 - June 2009 · 15 yrs 2 mos
Citigroup Global Markets INC.Broker
January 1994 - June 2009 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1987 - January 1994 · 6 yrs 6 mos
Shearson Lehman Brothers INC.Broker
September 1986 - June 1987 · 9 mos
State Registrations25 states
ARCACODCFLGAIAILKSKYLAMOMSMTNJNMNVNYOHOKORTNTXVAWA
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.