Kerry
Hendrix

Mml Investors Services, LLC

CRD#2915954
Investment Advisor
in Palm Springs, CA

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About this Advisor

Kerry Hendrix is a financial advisor who works out of Palm Springs, California who has 2 years of industry experience. Hendrix currently works for Mml Investors Services, LLC. Over the course of their career, Hendrix has held roles at Morgan Stanley Smith Barney LLC, Cord Media, Desert Business Association, Reaction Marketing & Promotions, Morgan Stanley Private Bank, National Association, Mml Investors Services, LLC and Massmutual Life Insurance Company. Hendrix holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in California and Texas. Mml Investors Services, LLC is a financial advisory company that has its headquarters in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 financial advisors. It handles $59 billion in assets under management between its 326,297 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. The company 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 typically depend on which services are offered. However, fee types billed by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

707 E Tahquitz Canyon Way Suite 2
Palm Springs, CA 92262

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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

Kerry Hendrix Work History

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

2021 - Present (3 years)

Mml Investors Services, LLC

2021 - Present (3 years)

Massmutual Life Insurance Company

2016 - 2021 (5 years)

Morgan Stanley Smith Barney LLC

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2014 - 2021 (7 years)

Morgan Stanley Smith Barney LLC

2013 - 2014 (1 year)

Reaction Marketing & Promotions

2012 - 2013 (1 year)

Cord Media

2011 - 2015 (4 years)

Desert Business Association

*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 Kerry Hendrix 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

Brent Henig
Greenvale, NY
Vincent Vaghi
Bethesda, MD
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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