Angela GauthierCRD Number: 5376738
Current Firm: Morgan Stanley
Angela Gauthier (CRD# 5376738) is an Investment Advisor Representative working at Morgan Stanley in Lakeland, FL and has over 9 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Morgan Stanley Smith Barney||Lakeland, FL||Jun 2009 - Current||8|
|Citigroup Global Makets Inc.||Baton Rouge, LA||May 2007 - Current||10|
|Southeastern Univ||Hammond, LA||Aug 2005 - May 2007||1|
|Iberville Bank||Baton Rouge, LA||Feb 2004 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
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