Lori Harris is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, 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
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Assets Under Management
Fee Structure
Location
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the President of the Advisory Board for the Women's Fund of Greater Green Bay. She dedicates a few hours per week to this civic/community and children/youth organization, focusing on business development and growth.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Wells Fargo Investments, LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations30 states
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