Derek
Mcdougall

Mml Investors Services, LLC

CRD#4990670
Investment Advisor
in San Diego, CA
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About this Advisor

Derek Mcdougall is a financial advisor who works out of San Diego, California, who has 10 years of experience as a financial advisor. Mcdougall is an advisor for Mml Investors Services, LLC. Throughout their career, Mcdougall has worked at Massmutual Life Insurance Co, Foothill Securities, Inc, Mml Investor Services, Axa Advisors, LLC, Mml Investors Services, LLC, Park Avenue Securities, Guardian Life Insurance Company Of America and Guardian Life Insurance Company. Mcdougall maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mml Investors Services, LLC is a registered investment company operating out of San Diego, California. The firm has offices in 1,335 locations and a total of 8,095 advisors. It administers $29 billion in assets among its 238,365 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 512 charitable organizations. The advisory firm offers a broad range 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. A financial advisor's fees usually vary depending on the financial services offered. However, fees billed by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Yes

Office Location

12526 Highbluff Drive Suite 345
San Diego, CA 92130

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

CA Average: 118
Total Number of Accounts

238,365

CA Average: 4,567
Average Account Size

$120,232

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

Derek Mcdougall Work History

Derek has 10 years of experience.

2018 - Present (1 years)

Mml Investors Services, LLC

2018 - Present (1 years)

Massmutual Life Insurance Company

2017 - 2018 (1 years)

Guardian Life Insurance Company

2017 - 2018 (1 years)

Park Avenue Securities

2016 - 2018 (2 years)

Park Avenue Securities

2016 - 2018 (2 years)

Guardian Life Insurance Company Of America

2012 - 2016 (4 years)

Axa Advisors, LLC

2011 - 2012 (1 years)

Massmutual Life Insurance Co

2011 - 2012 (1 years)

Mml Investor Services

2010 - 2011 (1 years)

Foothill Securities, Inc

2009 - 2009 (0 years)

Foothill Securities, Inc

Disclosures

Derek Mcdougall has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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