Edward
Motley

Mml Investors Services, LLC

CRD#2077946
Investment Advisor
in Whittier, CA

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About this Advisor

Edward Motley is a chartered financial consultant operating out of Whittier, California with a total of 2 years of industry experience. Motley is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Mass Mutual, Mml Investors Services, Startek Usa, Inc, Edward T. Motley, Social Security Administration, Accelerated Capital Group, Inc and Mass Mutual Life Insurance Company. Motley holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in California and Texas. Mml Investors Services, LLC is a financial advisory firm based in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 employees. It has $59 billion in assets across its 326,297 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC provides 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. Financial advisory fees vary depending on which service is provided. However, fees billed by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

2 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

Office Location

13305 Penn Street Suite 160
Whittier, CA 90602

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

CA Average: 118
Total Number of Accounts

326,297

CA Average: 4,567
Average Account Size

$180,164

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

Edward has been registered as a financial advisor for 2 years.*

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

2012 - 2013 (1 year)

Cambridge Investment Research, Inc

2012 - 2013 (1 year)

Cambridge Investment Research Advisors, Inc

2012 - 2013 (1 year)

Startek Usa, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Carlos Forde Jr
Peachtree Corners, GA
Alexander Mitchum
Charleston, SC
Michael Everritt
Tampa, FL
Michael Altavilla
Saratoga Springs, NY
John Whitehead
Lake Oswego, OR
Steven Lebowitz
Memphis, TN
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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