Susan
Knox

Mml Investors Services, LLC

CRD#2655687
Investment Advisor
in Arcadia, CA
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About this Advisor

Susan Knox is a chartered financial consultant who works in Arcadia, California, with 13 years of work experience. Knox is an advisor for Mml Investors Services, LLC. Throughout their career, they have worked at Nylife Securities, New York Life Insurance, Eagle Strategies LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Mml Investors Services, LLC and Massmutual Life Insurance Company. Knox maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Mml Investors Services, LLC is a registered investment company that has its headquarters in Arcadia, California. The firm has offices in 1,335 locations and a total of 8,095 employees. It manages $29 billion in assets under management between its 238,365 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 512 charities and foundations. The advisory firm 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. Fees charged by financial advisors typically vary depending on the financial services. However, fee types charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 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

1045 W. Huntington Dr Suite 200
Arcadia, CA 91007

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CA Average: 118
Total Number of Accounts

185,684

CA Average: 4,567
Average Account Size

$162,035

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

Susan Knox Work History

Susan has 13 years of experience.

2018 - Present (1 year)

Mml Investors Services, LLC

2018 - Present (1 year)

Massmutual Life Insurance Company

2015 - 2018 (3 years)

Pruco Securities LLC

2015 - 2018 (3 years)

The Prudential Insurance Company Of America

2013 - 2015 (2 years)

Mass Mutual Life Insurance Company

2013 - 2015 (2 years)

Mml Investors Services

2012 - 2013 (1 year)

Eagle Strategies LLC

2005 - 2013 (8 years)

Nylife Securities

2005 - 2013 (8 years)

New York Life Insurance

Disclosures

Susan Knox has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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