KW
KW

Kristina West

3 Years of Experience
Medford, OR
Broker

Kristina West is a registered investment advisor at Morgan Stanley, based in Medford, OR, with 3 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

3103 Signature Court, Medford, OR, 97504

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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

Kristina is a board member and treasurer for Konnect Dental Kare Services, a non-investment related organization. She dedicates minimal time per week to marketing, business development, administration, fundraising, and budgeting.

Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Avantax Advisory Services
August 2022 - February 2023 · 6 mos
Avantax Investment Services, INC.Broker
June 2022 - February 2023 · 8 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.