About this Advisor
Leah Willingham is a financial advisor operating out of Atlanta, Georgia, who has been in the financial industry for 15 years. Willingham works at Morgan Stanley. Throughout their career, Willingham has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. Willingham holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Georgia and Texas. Morgan Stanley is a business operating in Atlanta, Georgia. The firm has offices in 732 locations and a total of 26,500 people on staff. It has $1 trillion in total assets among its 2,129,899 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Morgan Stanley offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on which services the firm provides the client. However, fee types billed by Morgan Stanley likely are comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leah Willingham Work History
Leah has 15 years of experience.
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Leah Willingham has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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