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Julia Stockton

19 Years of Experience
Shreveport, LA
Broker

Julia Stockton is a registered investment advisor at Morgan Stanley, based in Shreveport, LA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

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

333 Texas Street, Regions Tower, Shreveport, LA, 71101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Julia is a board member for ARC Caddo-Bossier, a non-profit organization providing services for individuals with developmental disabilities. She dedicates minimal time to this role.

Employment History
Current Registrations
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - January 2020 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - January 2020 · 13 yrs 6 mos
State Registrations30 states
AKALARAZCACODCFLGAHIIAINKYLAMNMOMSNCNMNYOKORPARISCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.