Latisha Pryor
Latisha Pryor is a registered investment advisor at Morgan Stanley, based in San Luis Obispo, CA, with 20 years of industry experience. Latisha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1321 Osos Street, Suite 210, San Luis Obispo, CA, 93401
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Regulatory History (2)
Financial
January 2020Financial
November 2018Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Morgan Stanley
Morgan StanleyBroker
Independent Financial Group, LLCBroker
First Allied Securities, INC.Broker
State Registrations53 states
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
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