Mml Investors Services, LLC
About this Advisor
Trevor Cross is a financial advisor who works in Scottsdale, Arizona, who has been in the advisory business for 10 years. Cross is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Cross has held roles at Mml Investors Services, Global Portfolio Solutions/ Massmutual, Illinois State University, Ses Security, Arizona Diamondbacks, Dobson High School and Chandler-Gilbert Community College. Cross holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona. Mml Investors Services, LLC is an advisory business based in Scottsdale, Arizona. The company has offices in 1,335 locations and a total of 7,471 advisors. It controls $40 billion in assets across its 206,878 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 254 charitable organizations. The company offers a diverse range of services, including 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 for financial management usually vary depending on the services offered. However, fees billed by Mml Investors Services, LLC likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Trevor Cross Work History
Trevor has 10 years of experience.
Mml Investors Services
Global Portfolio Solutions/ Massmutual
Illinois State University
Chandler-Gilbert Community College
Dobson High School
Trevor Cross has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Newtown Square, PA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.