Joel
Almquist

Mml Investors Services, LLC

CRD#5281884
Investment Advisor
in Pasadena, CA

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About this Advisor

Joel Almquist is a financial advisor based in Pasadena, California, with a total of 12 years of work experience. Almquist currently works for Mml Investors Services, LLC. The advisor has gained experience at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Almquist has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Nevada and Texas. Mml Investors Services, LLC is a registered investment business that has its headquarters in Pasadena, California. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It has $63 billion in assets between its 287,089 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 384 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. Financial advisory fee schedules largely depend on which services the firm provides the client. 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

12 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

150 South Los Robles Avenue Suite 750
Pasadena, CA 91101

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

CA Average: 118
Total Number of Accounts

287,089

CA Average: 4,567
Average Account Size

$219,257

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

Joel Almquist Work History

Joel has 12 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2010 - 2015 (5 years)

New England Securities

Disclosures

Joel Almquist has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Caryn Mcgrath
North Attleboro, MA
Anthony Colunga
Houston, TX
David Maurer
Princeton, NJ
Paul Tearson
Austin, TX
Dennis Hou
Brea, CA
Vincent Vaghi
Bethesda, MD
Hugo Hernandez
El Paso, TX
Paul Tokarz
Chicago, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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