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Levi Walls

16 Years of Experience
Atlanta, GA
Broker

Levi Walls is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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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

Levi markets essential oils through Young Living LLC since 2018. This takes minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2009 - Present · 16 yrs 6 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 8 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.