William Loveless is a registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 13 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
100 North Main Street, Suite 2500, Winston-Salem, NC, 27101
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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 StanleyBroker
November 2015 - Present · 10 yrs 10 mos
Morgan Stanley
November 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2014 - November 2015 · 1 yr 6 mos
Wells Fargo Advisors, LLC
May 2014 - November 2015 · 1 yr 6 mos
Edward Jones
November 2012 - June 2014 · 1 yr 7 mos
Edward JonesBroker
September 2012 - June 2014 · 1 yr 9 mos
State Registrations28 states
ALARAZCACOCTDCDEFLGAIDKYMAMDMIMOMTNCNYOHORPASCTNTXVAWAWV
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.