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Alicia Heer

2 Years of Experience
Eugene, OR
Broker

Alicia Heer is a registered investment advisor at Morgan Stanley, based in Eugene, OR, with 2 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

975 Oak Street Suite 300, Eugene, OR, 97401

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History

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.

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Other Business Activities

Alicia is a partner at Pacific Properties West LLC, a real estate company, and spends minimal time on check signing/funds disbursement. She also owns a rental house and spends minimal time on accounting/bookkeeping and property management.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
July 2023 - Present · 3 yrs 2 mos
State Registrations38 states
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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.
Alicia Heer - Financial Advisor | TrueAdvisor