Lisa Rarick is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is an independent distributor of health and wellness products through IT Works, a for-profit organization, since 2015. This takes about 10-20% of Lisa's time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations47 states
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