Pratik
Patel

Mml Investors Services, LLC

CRD#4539519
Investment Advisor
in La Jolla, CA

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About this Advisor

Pratik Patel is a financial advisor who works in La Jolla, California, who has been in the industry for 10 years. Patel currently works for Mml Investors Services, LLC. The advisor has gained experience at Md Revolution, Oculus Health, Ubs Financial Services Inc, Massmutual Life Insurance Company and Mml Investors Services, LLC. Patel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Mml Investors Services, LLC is a registered investment company that has its headquarters in La Jolla, California. It has offices in 1,155 locations and a total of 7,620 advisors. It oversees $63 billion in total assets among its 287,089 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 384 charitable organizations. The company performs 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. Fees charged by financial advisors typically depend on which service is provided. However, fees billed by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Regents Square, 4275 Executive Square Suite 400
La Jolla, CA 92037

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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

Pratik Patel Work History

Pratik has 10 years of experience.

2021 - Present (1 year)

Mml Investors Services, LLC

2020 - Present (2 years)

Massmutual Life Insurance Company

2018 - 2020 (2 years)

Ubs Financial Services Inc

2017 - 2018 (1 year)

Oculus Health

2012 - 2017 (5 years)

Md Revolution

Disclosures

Pratik Patel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

John Kelly
Birmingham, AL
Brian Lonergan
Saddle Brook, NJ
Robert Zinn
Scottsdale, AZ
Hugo Hernandez
El Paso, TX
Pedro Lugo
Orlando, FL
Caryn Mcgrath
North Attleboro, MA
Annie Lam
Downers Grove, IL
Coleman Barron
Memphis, TN

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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