AD
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Annette Dubose is a registered investment advisor at Morgan Stanley, based in Ridgeland, MS, with 27 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
1018 Highland Colony Parkway, Suite 105, Ridgeland, MS, 39157
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Regulatory History (1)
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Employment Separation After Allegations
January 2008Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.Broker
July 2007 - February 2008 · 7 mos
UBS Financial Services INC.
July 2007 - February 2008 · 7 mos
Morgan Keegan & Company, INC.
February 2007 - June 2007 · 4 mos
Morgan Keegan & Company, INC.Broker
February 2007 - June 2007 · 4 mos
Amsouth Investment Management Company LLC
December 2003 - February 2007 · 3 yrs 2 mos
Amsouth Investment Services, INC.Broker
February 2003 - February 2007 · 4 yrs
Trustmark Financial Services, INC.Broker
January 1999 - February 2003 · 4 yrs 1 mo
State Registrations32 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.