Deborah Lunceford is a registered investment advisor at Morgan Stanley, based in Kennewick, WA, with 23 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
8202 West Quinault Avenue, Suite-A110, Kennewick, WA, 99336
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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 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Pacific West Financial Consultants INC
August 2010 - February 2012 · 1 yr 6 mos
Pacific West Securities, INC.Broker
August 2010 - February 2012 · 1 yr 6 mos
RBC Capital Markets CorporationBroker
December 2008 - November 2009 · 11 mos
RBC Capital Markets Corporation
December 2008 - November 2009 · 11 mos
Citigroup Global Markets INC.
June 2003 - December 2008 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
May 2000 - December 2008 · 8 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.