PL
PL

Paula Larson

16 Years of Experience
Sandy, UT
Broker

Paula Larson is a registered investment advisor at Morgan Stanley, based in Sandy, UT, 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
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

200 West Civic Center Drive, Sandy, UT, 84070

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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

Paula is a photographer and owns a photography business since 2020, dedicating minimal time to it. She also works for Lyft in customer service, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
January 2021 - September 2023 · 2 yrs 8 mos
E*trade Securities LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
February 2019 - December 2020 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
November 2016 - January 2019 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - January 2019 · 6 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
June 2009 - January 2011 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.