LM
LM

Luis Molina

6 Years of Experience
Tucson, AZ
Broker

Luis Molina is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, with 6 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

7175 North Pima Canyon Drive, Tucson, AZ, 85718

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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

Luis is a board member of PALS at St Cyril Of Alexandria School since September 2022, organizing community events. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2019 - March 2021 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
May 2019 - March 2021 · 1 yr 10 mos
State Registrations11 states
AZCACODEFLGAKYMANCTXWY
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.