Lance Rummel is a registered investment advisor at Morgan Stanley, based in Gig Harbor, WA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Gig Harbor, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance is the sole proprietor and owner of Gig Harbor Boat Rentals, a recreation business in Gig Harbor, Washington, since April 2024. He spends a few hours per week on accounting/bookkeeping and sales/marketing for this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations45 states
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