KC
KC
Karen Campbell is a registered investment advisor at Morgan Stanley, based in Montgomery, AL, with 47 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
7515 Halcyon Summit Drive, Montgomery, AL, 36117
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Regulatory History (1)
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Customer Dispute
February 2008Closed-No Action
Other Business Activities
Karen owns Windsor House Antiques, dedicating minimal time outside of business hours. She is also a committee member for the Montgomery Metropolitan Planning Organization and is involved with multiple rental properties.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
November 1991 - December 2003 · 12 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
September 1980 - December 2003 · 23 yrs 3 mos
Thornton, Farish & Gauntt, INC.Broker
November 1978 - April 1980 · 1 yr 5 mos
Financial Service Corporation of AmericaBroker
September 1971 - July 1972 · 10 mos
Fundamental Service CorporationBroker
September 1971 - July 1972 · 10 mos
State Registrations9 states
ALCADCFLGAILMDMIMS
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.