LG
LG
Lisa Gibson is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 31 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
16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478
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Regulatory History (1)
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Customer Dispute
June 2005Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - August 2010 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
May 2009 - August 2010 · 1 yr 3 mos
UBS Financial Services INC.Broker
April 2001 - June 2009 · 8 yrs 2 mos
UBS Financial Services INC.
April 2001 - June 2009 · 8 yrs 2 mos
Prudential Investment Management Services LLCBroker
August 1999 - April 2001 · 1 yr 8 mos
Painewebber IncorporatedBroker
September 1994 - June 1999 · 4 yrs 9 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMOMSNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.