James
Lingelbach

Mml Investors Services, LLC

CRD#1917218
Investment Advisor
in San Diego, CA
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About this Advisor

James Lingelbach is a financial advisor whose office is in San Diego, California. Currently a registered financial advisor at Mml Investors Services, LLC, they have accumulated 17 years of work experience as a financial advisor. Lingelbach holds a Series 63 license, which certifies the advisor as a securities representative. Lingelbach is registered to operate based out of California and Texas. Their career trajectory has included roles at Metlife Securities, Metropolitan Life Insurance Co, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in San Diego, California, and has 1,335 additional locations in the United States. As a registered investment advisory firm, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 accounts and retains more than 8,095 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC can offer 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 firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

17 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

4660 La Jolla Village Dr Suite 300
San Diego, CA 92122

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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

James Lingelbach Work History

James has 17 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massachusetts Mutual Life Insurance Company

2001 - 2017 (16 years)

Metlife Securities

2001 - 2016 (15 years)

Metropolitan Life Insurance Co

Disclosures

James Lingelbach has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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