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Lara Shelton

9 Years of Experience
Mishawaka, IN
Broker

Lara Shelton is a registered investment advisor at Morgan Stanley, based in Mishawaka, IN, 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

4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545

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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

Lara owns Lucky Designs, LLC, a retail business, since 2018. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Lara Shelton - Financial Advisor | TrueAdvisor