LC
LC

Lorie Crowell

7 Years of Experience
Olympia, WA
Broker

Lorie Crowell is a registered investment advisor at Morgan Stanley, based in Olympia, WA, with 7 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

724 Columbia Street Northwest, Suite 350, Olympia, WA, 98501

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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

Lorie is an author and a Trustee for the Governor's Mansion Foundation since March 2023. She spends minimal time on recruitment for the foundation.

Employment History
Current Registrations
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
State Registrations17 states
ALAZCACOCTFLHIILKSKYMDMENYORTXVAWA
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.
Lorie Crowell - Financial Advisor | TrueAdvisor