Lisa Campoy is a registered investment advisor at Morgan Stanley, based in Medford, OR, with 18 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
3103 Signature Court, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is an officer (Vice President/Secretary) of Action Auto Repair of Medford Inc. since 1998. She is also a partner in a rental property since April 2025, dedicating minimal time after business hours to labor/service.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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