Willeen Frankie Linsicombe

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-12-20 → 2010-03-05
  Harrisdirect Llc
  Jersey City, NJ
• 2006-08-03 → 2006-10-25
  Prospera Financial Services, Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-07
• S63 Uniform Securities Agent State Law Examination
  1989-08-01

Other Names

• W Linsicombe
• Franike Linsicombe
• Frankie Linsicombe
• Willeen Frankie Linsicombe
• Frankie Linsicombe
• Willeen Frankie
• Willeen Frankie Linsicombe
• W Frankie Linsicombe