LB
LB

Lauren Beck

5 Years of Experience
Lafayette, LA
Broker

Lauren Beck is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, with 5 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

400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508

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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 Activities

Lauren is the sole proprietor/owner of JL Beck LLC, a real estate business in Lafayette, Louisiana. She spends minimal time on check signing and fund disbursement activities related to this business.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
November 2020 - May 2021 · 6 mos
UBS Financial Services INC.Broker
July 2020 - May 2021 · 10 mos
State Registrations26 states
ALARCACOCTDCFLGAIDILINKYLAMAMEMSNHNJNVOHOKSCTNTXVAVT
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.