Merrill
47yrs
Top advisor by experience in Oak Brook
27yrs
Based in Oak Brook, Illinois, Lance Walker is a fiduciary financial advisor with 27 years of industry experience. Lance has been with Morgan Stanley since 2009; before that, Lance spent two years at Morgan Stanley & Co. and four years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Illinois
Office2211 York Road Suite 100, Oak Brook, IL 60523
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2002 – 2007Morgan Stanley DW Inc.Previously
Contact Lance
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Lance. 2211 York Road Suite 100Oak Brook, IL 60523Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Lance
Tailored to Lance’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?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Morgan Stanley at (914) 225-5510 and ask for Lance Walker. Lance works from the Oak Brook, IL office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1999, about 27 years. Top 22% by experience in Illinois.
What licenses does Lance hold?
Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance 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 Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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