Edward
Motley

Mml Investors Services, LLC

CRD#2077946
Investment Advisor
in Whittier, CA

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About this Advisor

Edward Motley is a financial advisor based in Whittier, California, working with Mml Investors Services, LLC. Edward has previously held positions at Mass Mutual, Mml Investors Services, Edward T. Motley, Social Security Administration, Accelerated Capital Group, Inc, and Mass Mutual Life Insurance Company. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Edward is part of Mml Investors Services, LLC, which operates out of Whittier, California. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

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

Office Location

13305 Penn Street Suite 130
Whittier, CA 90602

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

CA Average: 118
Total Number of Accounts

351,645

CA Average: 4,567
Average Account Size

$207,106

CA Average: $3,506,186

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

Edward Motley Work History

2020 - Present (4 years)

Mml Investors Services

2019 - Present (5 years)

Mass Mutual Life Insurance Company

2018 - 2019 (1 year)

Edward T. Motley

2017 - 2018 (1 year)

Accelerated Capital Group, Inc

2016 - 2017 (1 year)

Edward T. Motley

2015 - 2016 (1 year)

Social Security Administration

2014 - 2014 (< 1 year)

Mass Mutual

2014 - 2014 (< 1 year)

Mml Investors Services

2014 - 2015 (1 year)

Edward T. Motley

Disclosures

Please visit the SEC profile of Edward Motley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Shaun Bernstein
New York, NY
Lukas Mcelhenie
Sun Prairie, WI
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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