Edgar
Whitmore

Mml Investors Services, LLC

CRD#2317629
Investment Advisor
in Los Angeles, CA
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About this Advisor

Edgar Whitmore is a chartered financial consultant who works out of Los Angeles, California, with 10 years in the industry. Whitmore is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Lenox Advisors, Inc, Mass Mutual Dba Tag Financial & Insurance Services and Mml Investors Svcs Inc Dba Tag Financial & Insurance Svcs. Whitmore holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in California and Texas. Mml Investors Services, LLC is a business based out of Los Angeles, California. The firm has offices in 1,335 locations and a total of 8,095 employees. It handles $29 billion in assets under management across its 238,365 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 512 charitable organizations. Mml Investors Services, LLC has a number 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 typically are based on which services are offered. Fees billed by Mml Investors Services, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

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

No

Office Location

444 S. Flower Street Suite 4200
Los Angeles, CA 90071

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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

Edgar Whitmore Work History

Edgar has 10 years of experience.

2012 - Present (7 years)

Lenox Advisors, Inc

2008 - Present (11 years)

Mass Mutual Dba Tag Financial & Insurance Services

2008 - Present (11 years)

Mml Investors Svcs Inc Dba Tag Financial & Insurance Svcs

Disclosures

Edgar Whitmore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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