Shelli Waggoner is a registered investment advisor at Morgan Stanley, based in Decatur, AL, with 16 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
300 Market Street Ne, Suite 101, Decatur, AL, 35601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelli is a board member of the Calhoun Community College Foundation since June 2019, dedicating minimal time outside of business hours to fundraising and scholarships. She will provide financial/investment feedback based on the current investment firm, investment policy statement, its correlation to investment mix, and overall performance based on benchmarks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Investment Professionals, INC.Broker
Bbva Compass Investment Solutions, INCBroker
Uvest Financial Services Group, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations32 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.