Thomas
House

Mml Investors Services, LLC

CRD#6091877
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Thomas House is a financial advisor operating in Scottsdale, Arizona, with a total of 7 years of industry experience. House is an employee of Mml Investors Services, LLC. House has gained experience at Edward Jones, Bmo Harris Financial Advisors, Inc, Massmutual Life Insurance Company and Mml Investors Services, LLC. House maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona and Texas. Mml Investors Services, LLC is a financial advisory company based out of Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in assets among its 326,297 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the type of services provided. Fee types billed by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

17550 N Perimeter Drive Suite 450
Scottsdale, AZ 85255

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

AZ Average: $16,012,751,954
Total Number of Employees

7,379

AZ Average: 118
Total Number of Accounts

326,297

AZ Average: 4,567
Average Account Size

$180,164

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas House Work History

Thomas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Massmutual Life Insurance Company

2016 - Present (8 years)

Mml Investors Services, LLC

2015 - 2016 (1 year)

Bmo Harris Financial Advisors, Inc

2012 - 2015 (3 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas House to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Vincent Vaghi
Bethesda, MD
Josiah Martin
Mercer Island, WA
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
Dallas, TX
Robert Ahrendt
Seattle, WA
Tracy Brown
Austin, TX
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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