Mml Investors Services, LLC
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About this Advisor
Davy Kwok is a financial advisor working out of Arcadia, California, with 12 years in the industry. Kwok is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at The Prudential Insurance Comapy Of America, Pruco Securities, LLC, Guardian Life, Park Avenue Securities, Massachusetts Mutual Life Insurance Company and Mml Investors Services. Kwok holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Arcadia, California. The company has offices in 1,335 locations and a total of 8,095 people on staff. It handles $29 billion in assets under management among its 238,365 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 512 charities and foundations. The firm offers a number 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 for financial advice typically are based on which services are provided. However, fees billed by Mml Investors Services, LLC can include some 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
Davy Kwok Work History
Davy has 12 years of experience.
Massachusetts Mutual Life Insurance Company
Mml Investors Services
Park Avenue Securities
The Prudential Insurance Comapy Of America
Pruco Securities, LLC
Davy Kwok has no disclosures.
Please visit their SEC profile for more details.