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Virginia Lawrence

Morgan Stanley
23 Years of Experience
Rancho Sante Fe, CA
1 DisclosureBroker
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Virginia Lawrence is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Morgan Stanley
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
View Full SEC Brochure

Location

6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067

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History

Regulatory History (1)
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Criminal
March 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 10 mos
Morgan Stanley
September 2011 - Present · 14 yrs 10 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2010 - August 2011 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
March 2010 - August 2011 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
January 2005 - March 2010 · 5 yrs 2 mos
Wells Fargo Investments, LLC
January 2005 - March 2010 · 5 yrs 2 mos
Banc of America Investment Services, INC.
July 2004 - November 2004 · 4 mos
Banc of America Investment Services, INC.Broker
March 2004 - November 2004 · 8 mos
Morgan Stanley Dw INC.Broker
September 1999 - May 2001 · 1 yr 8 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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