LW
LW

Lindsie Walker

17 Years of Experience
South Jordan, UT
Broker

Lindsie Walker is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 17 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

680 West 10000 South, South Jordan, UT, 84095

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History

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.

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Other Business Activities

Lindsie works as a commercial spokesperson for Revity Medical, a hospital/healthcare company, in a sales/marketing role. She dedicates minimal time outside of business hours to this activity.

Employment History
Current Registrations
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - July 2012 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
November 2008 - January 2011 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lindsie Walker - Financial Advisor | TrueAdvisor