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George Lampard

28 Years of Experience
Mandeville, LA
Broker

George Lampard is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, with 28 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

1261 West Causeway Approach, Mandeville, LA, 70471

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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

George is a partner of Lampard-Cressend LLC, a non-investment related entity. He spends no time on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2012 - Present · 14 yrs
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Previous Registrations
Capital One Financial Advisors LLC
November 2011 - May 2012 · 6 mos
Capital One Investment Services LLCBroker
May 2008 - May 2012 · 4 yrs
Capital One Investments, LLCBroker
January 2000 - May 2008 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1997 - January 2000 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
July 1997 - January 2000 · 2 yrs 6 mos
State Registrations35 states
ALARAZCACOCTDCFLGAILINKSKYLAMAMDMIMNMSNCNJNVNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
George Lampard - Financial Advisor | TrueAdvisor