LG
LG
Lance Goulbourne
3 Years of Experience
Garden City, NY
1 DisclosureBroker
Lance Goulbourne is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History (1)
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Financial
February 2024Final
Other Business Activities
Lance works as an independent tennis professional in Brooklyn, New York, teaching tennis. This takes a few hours per week outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 5 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.