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Laurel Numbers

12 Years of Experience
Vancouver, WA
Broker

Laurel Numbers is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 12 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

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Laurel is involved in several rental property businesses as a landlord or owner since 2017. She also serves as a successor trustee and a board member for Friends of Hospice, a non-profit organization, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations20 states
AKAZCACOFLGAIAIDILINNCNVNYOHORTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.