KL
KL
Karin Longhurst
27 Years of Experience
Los Angeles, CA
1 DisclosureBroker
Karin Longhurst is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 27 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
1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2021Final
Employment History
Current Registrations
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - April 2012 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - April 2012 · 11 yrs 1 mo
Merrill Lynch Trust Company
September 1998 - November 2006 · 8 yrs 2 mos
Wells Fargo Securities INC.Broker
April 1994 - May 1995 · 1 yr 1 mo
Anchor National Financial Services, INC.Broker
June 1991 - August 1991 · 2 mos
State Registrations29 states
ALAZCACOCTDEFLHIIDILINKSMAMEMIMONCNJNMNVNYOHORPASDTXUTVAWA
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.