Mml Investors Services, LLC
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About this Advisor
Brian Lee is a certified financial planner and chartered financial consultant who works in Arcadia, California. Currently a registered investment advisor with Mml Investors Services, LLC, Lee has 16 years of work experience in the financial advisory industry. Lee maintains a Series 63 license, certifying the advisor as a securities agent. Lee is registered to operate in California and Texas. During their career, the advisor has held roles at Mass Mutual Life Insurance and Mml Investors Services Inc. Mml Investors Services, LLC is based out of Arcadia, California, and operates out of 1,335 other locations in the United States. In total, Mml Investors Services, LLC manages $29 billion in assets across 238,365 accounts and retains more than 8,095 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can offer 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. The firm may charge clients 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
Brian Lee Work History
Brian has 16 years of experience.
Mass Mutual Life Insurance
Mml Investors Services Inc
Brian Lee has no disclosures.
Please visit their SEC profile for more details.