Mml Investors Services, LLC
About this Advisor
Richard Glass is a financial advisor based in San Diego, California, with 10 years of experience as a financial advisor. Glass currently works for Mml Investors Services, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Massmutual Life Insurance Company and Mml Investors Services, LLC. Glass maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Mml Investors Services, LLC is an advisory business that has its headquarters in San Diego, California. The firm has offices in 1,155 locations and a total of 7,620 financial advisors. It controls $63 billion in assets between 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 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 management fees largely depend on which services the firm provides the client. Fees charged by Mml Investors Services, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mml Investors Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Richard Glass Work History
Richard has 10 years of experience.
Massmutual Life Insurance Company
Mml Investors Services, LLC
Axa Advisors, LLC
Richard Glass has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
New York, NY
Saint Augustine, FL
Center Valley, PA
Peachtree Corners, GA
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 firstname.lastname@example.org.
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.