Lisa Bingaman is a registered investment advisor at Morgan Stanley, based in Forsyth, GA, with 15 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
Forsyth, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Nationwide Securities, LLCBroker
June 2021 - May 2022 · 11 mos
Nationwide Securities, LLC
June 2021 - May 2022 · 11 mos
Wells Fargo Clearing Services, LLC
July 2018 - June 2021 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - June 2021 · 3 yrs
Wells Fargo Clearing Services, LLC
April 2013 - March 2018 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2013 - March 2018 · 4 yrs 11 mos
Wells Fargo Advisors, LLC
September 2011 - September 2012 · 1 yr
Wells Fargo Advisors, LLCBroker
December 2010 - September 2012 · 1 yr 9 mos
Securities Research, INC.Broker
July 2009 - December 2010 · 1 yr 5 mos
Ameriprise Financial Services, INC.
March 2008 - April 2008 · 1 mo
Ameriprise Financial Services, INC.Broker
January 2008 - April 2008 · 3 mos
State Registrations1 state
GA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.