Lloyd Williford

23 Years of Experience

Bowling Green, KY

1 DisclosureBroker

Lloyd Williford is a registered investment advisor at Morgan Stanley, based in Bowling Green, KY, 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

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Location

563 Hub Boulevard, Suite 301, Bowling Green, KY, 42103

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History

Regulatory History (1)

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Criminal

July 2025

Final Disposition

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Employment History

Current Registrations

Morgan Stanley

April 2023 - Present · 3 yrs 1 mo

Morgan StanleyBroker

April 2023 - Present · 3 yrs 1 mo

Previous Registrations

Edward Jones

April 2007 - April 2023 · 16 yrs

Edward JonesBroker

August 2002 - April 2023 · 20 yrs 8 mos

State Registrations28 states

ALAZCACOCTFLGAIDILINKYLAMIMOMSNCNMNVNYOHORPASCTNTXVAWAWI

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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