Supreme Alliance
47yrs
Top advisor for experience in Charlotte
46yrs
James Larry Biggers
Financial advisor at Morgan Stanley
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% for experience in Charlotte
Office6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2010 – nowMorgan StanleyCurrent firm
- Oct 2008 – Apr 2009Park Meridian Advisors LLCPreviously
- Apr 2007 – Aug 2008Morgan Stanley & Co. LLCPreviously
- 2001 – 2007Morgan Stanley DW Inc.Previously
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
About James
How do I contact James?
Call Morgan Stanley at 914-225-5510 and ask for James Larry Biggers. James works from the Charlotte, NC office.
How long has James been a financial advisor?
James has been in the industry since 1981, about 46 years. Top 1% for experience in Charlotte.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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