Debby
Pan

Mml Investors Services, LLC

CRD#4462540
Investment Advisor
in Arcadia, CA
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About this Advisor

Debby Pan is a financial advisor working out of Arcadia, California, with 11 years of work experience. Pan works at Mml Investors Services, LLC. Throughout their career, Pan has worked at Hsbc Bank Usa, Ctbc Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Fraser Financial Group, American United Life, Oneamerica Securities, Massmutual Life Insurance Company, The Strategy Partners and Mml Investors Services, LLC. Pan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Mml Investors Services, LLC is a firm operating out of Arcadia, California. The company has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in total assets across its 238,365 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 512 charitable organizations. Mml Investors Services, LLC performs a wide array 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 largely are based on the services provided. Fees charged by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

1045 W. Huntington Dr Suite 200
Arcadia, CA 91007

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CA Average: 118
Total Number of Accounts

185,684

CA Average: 4,567
Average Account Size

$162,035

CA Average: $3,506,186

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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
  • Other

Debby Pan Work History

Debby has 11 years of experience.

2018 - Present (1 year)

Massmutual Life Insurance Company

2018 - Present (1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Oneamerica Securities

2016 - 2016 (< 1 year)

Fraser Financial Group

2016 - 2018 (2 years)

American United Life

2016 - 2018 (2 years)

The Strategy Partners

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

2011 - 2015 (4 years)

Ctbc Bank

2011 - 2015 (4 years)

Cetera Investment Services LLC

2007 - 2011 (4 years)

Hsbc Bank Usa

Disclosures

Debby Pan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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