WL
WL
Willeen Linsicombe
36 Years of Experience
Dallas, TX
3 DisclosuresBroker
Willeen Linsicombe is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 36 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
Get directionsHistory
Regulatory History (3)
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Customer Dispute
June 2003Closed-No Action
Regulatory
August 1993Final
Regulatory
March 1993Final
Employment History
Current Registrations
Morgan Stanley
February 2010 - Present · 16 yrs 3 mos
Morgan StanleyBroker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
E*trade Capital Management, LLC
December 2006 - March 2010 · 3 yrs 3 mos
E*trade Securities LLCBroker
October 2006 - March 2010 · 3 yrs 5 mos
Prospera Financial Services, INC.
August 2006 - October 2006 · 2 mos
Prospera Financial Services, INC.Broker
August 1997 - October 2006 · 9 yrs 2 mos
World Invest CorporationBroker
January 1991 - June 1997 · 6 yrs 5 mos
The Investment Center, INC.Broker
September 1990 - November 1990 · 2 mos
Invest Financial CorporationBroker
July 1989 - June 1990 · 11 mos
State Registrations20 states
AZCACOFLLAMIMNMOMSNCNJNVNYOKORPATNTXVAWA
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.