Renee Lofland is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 17 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
15021 Katy Freeway, Suite 650, Houston, TX, 77094
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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 StanleyBroker
September 2015 - Present · 10 yrs 10 mos
Morgan Stanley
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
Morgan Stanley
July 2013 - March 2015 · 1 yr 8 mos
Morgan StanleyBroker
July 2013 - March 2015 · 1 yr 8 mos
VALIC Financial Advisors, INC.Broker
December 2011 - July 2013 · 1 yr 7 mos
VALIC Financial Advisors, INC.
December 2011 - July 2013 · 1 yr 7 mos
Ameriprise Financial Services, INC.
March 2011 - December 2011 · 9 mos
Ameriprise Financial Services, INC.Broker
March 2011 - December 2011 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - November 2010 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2007 - November 2010 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.