Gloria Lane is a registered investment advisor at Morgan Stanley, based in Leawood, KS, with 35 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
11161 Overbrook Road, Suite 225, Leawood, KS, 66211
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Vsr Financial Services, INC.Broker
July 2006 - September 2008 · 2 yrs 2 mos
Vsr Advisory Services
July 2006 - September 2008 · 2 yrs 2 mos
Morgan Stanley
July 2004 - July 2006 · 2 yrs
Morgan Stanley Dw INC.Broker
July 2004 - July 2006 · 2 yrs
Terra Securities CorporationBroker
May 2004 - July 2004 · 2 mos
Wachovia Securities Financial Network, LLC
December 2003 - February 2004 · 2 mos
Wachovia Securities Financial Network, LLCBroker
December 2003 - February 2004 · 2 mos
PFS Investments INC.Broker
July 2002 - December 2003 · 1 yr 5 mos
NFP Securities, INC.Broker
September 1997 - March 2001 · 3 yrs 6 mos
Fahnestock & CO., INC.Broker
March 1990 - August 1997 · 7 yrs 5 mos
B.C. Christopher Securities CO.Broker
February 1989 - March 1990 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.