LP
LP

Laura Packer

9 Years of Experience
Trussville, AL
Broker

Laura Packer is a registered investment advisor at Morgan Stanley, based in Trussville, AL, with 9 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

Trussville, AL

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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

Laura is involved with two equine-related businesses: Blackjack Gardens Equine, LLC since June 2022, taking nearly full-time hours during business hours, and A Bit Above Equine Bit & Bridle Fitting, LLC since October 2023, taking about a quarter of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
State Registrations31 states
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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.
Laura Packer - Financial Advisor | TrueAdvisor