Delane Drake is a registered investment advisor at Morgan Stanley, based in Wichita Falls, TX, with 31 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
3728 Maplewood, Wichita Falls, TX, 76308
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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
January 2016 - Present · 10 yrs 6 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
Investment Professionals, INC.Broker
January 2006 - September 2015 · 9 yrs 8 mos
Primevest Financial Services, INC.Broker
August 2005 - January 2006 · 5 mos
Guaranty Brokerage Services, INC.Broker
July 2001 - August 2005 · 4 yrs 1 mo
Capital Brokerage CorporationBroker
January 1995 - July 2001 · 6 yrs 6 mos
State Registrations14 states
AKARCOFLGAILMAMDNCOHOKTXVAWA
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.