LG
CFP
LG
CFP
Lisa Green is a CFP-designated registered investment advisor at Morgan Stanley, based in Asheville, NC, with 17 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
500 College Street, Asheville, NC, 28801
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Regulatory History (1)
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Customer Dispute
November 1994Settled
Other Business Activities
Lisa serves on the Investment Committee for Pisgah Legal Services, a non-profit organization, since December 2020. This activity involves investment decisions and advice, taking minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Vanguard Advisers INC
May 2015 - September 2016 · 1 yr 4 mos
Vanguard Marketing CorporationBroker
May 2015 - September 2016 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
September 2014 - January 2015 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1987 - August 1993 · 6 yrs 5 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.