Deborah LammersCRD Number: 6113500
Current Firm: Morgan Stanley
Deborah Lammers (CRD# 6113500) is an Investment Advisor Representative working at Morgan Stanley in Waukesha, WI and has over 2 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Morgan Stanley||Waukesha, WI||Aug 2012 - Current||5|
|Waukesha School District||Waukesha, WI||Sep 2010 - Jul 2012||1|
|Not Employed||Waukesha, WI||Jan 2009 - Sep 2010||1|
|Linens N Things||Brookfield, WI||Jun 1993 - Dec 2008||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
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