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Alison Eggers

11 Years of Experience
Gig Harbor, WA
BrokerSells Insurance

Alison Eggers is a registered investment advisor at Morgan Stanley, based in Gig Harbor, WA, with 11 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

2727 Hollycroft Street, Suite 330, Gig Harbor, WA, 98335

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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 ActivitiesSells Insurance

Alison works with State Farm Insurance Companies since May 2022. This activity is not investment-related and Alison has no specific duties related to it.

Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
State Farm Investment Management CORP.
January 2022 - May 2022 · 4 mos
State Farm Vp Management CORP.Broker
September 2012 - May 2022 · 9 yrs 8 mos
State Registrations1 state
WA
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.