Lisa Shelton is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is involved with a trust since January 2030, dedicating minimal time after business hours. She also owns rental property since September 2022 and spends minimal time on property management after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations23 states
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