LD
LD

Lizabeth Dore

18 Years of Experience
Lafayette, LA
Broker

Lizabeth Dore is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, 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
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

400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508

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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

Lizabeth is a board member of Applied Milling Systems, Inc., an engineering company that designs equipment and services for grain mills, since 2012. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Capital One Investment Services CorporationBroker
May 2008 - July 2008 · 2 mos
Capital One Investments, LLCBroker
January 2008 - May 2008 · 4 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.