Allison Lintell - Morgan Stanley Financial Advisor - La Jolla, CA
Morgan Stanley
Allison Lintell, CRPC
Vice President
Financial Advisor
1111 Prospect St
Suite #200
La Jolla, CA 92037
tel: (858) 729-5012
toll-free: (800) 473-2331 
fax: (858) 551-5907

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • University Club of San Diego
  • Alpha Phi Alumni
  • 401(k) Rollovers
  • Annuities
  • Business Succession Planning
  • Corporate Cash Management
  • Fixed Income
  • Life Insurance
  • Municipal Bonds
  • Retirement Planning
  • Structured Products
Education and Licensing
  • Arizona State University
Business Experience
  • 14: Financial Services Industry

Bulletin Board
Allison Lintell holds the following registrations:
Securities Agent: CA, IL, MO, NM, NV, NY; General Securities Representative; Investment Advisor Representative

NMLS#: 637249

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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