Karl SalocksCRD Number: 6086607
Current Firm: Morgan Stanley
Karl Salocks (CRD# 6086607) is an Investment Advisor Representative working at Morgan Stanley in Danville, CA and has over 4 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Danville, CA||Jan 2016 - Current||< 1|
|Bank Of America, N.a.||Danville, CA||Jan 2016 - Current||< 1|
|Principal Life Insurance Company||Walnut Creek, CA||Oct 2015 - Jan 2016||< 1|
|Princor Financial Services Corporation||Walnut Creek, CA||Oct 2015 - Jan 2016||< 1|
|Unemployed||Walnut Creek, CA||Aug 2015 - Oct 2015||< 1|
|Waddell & Reed, Inc.||San Mateo, CA||Jun 2015 - Aug 2015||< 1|
|Brian Wong||San Mateo, CA||Jun 2015 - Aug 2015||< 1|
|Unemployed||Walnut Creek, CA||May 2015 - Jun 2015||< 1|
|Morgan Stanley||San Francisco, CA||Jun 2013 - May 2015||1|
|Unemployed||Lafayette, CA||Dec 2012 - Jun 2013||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Castro Valley, CA||Jun 2012 - Dec 2012||< 1|
|Unemployed||Lafayette, CA||Jan 2012 - Jun 2012||< 1|
|San Francisco State||San Francisco, CA||Feb 2011 - Jan 2012||< 1|
|Pf Chang's China Bistro||Walnut Creek, CA||Mar 2010 - Feb 2011||< 1|
|Geico||Poway, CA||Oct 2007 - Mar 2010||2|
|Pf Chang's China Bistro||San Diego, CA||Jul 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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