Lisa Bowers is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a musician, operating a website and creating music, dedicating a few hours per week. She also works as a notary public and manages a rental property, spending about 10-20% of her time on these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Soltis Investment Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations53 states
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