William
Lee

Mml Investors Services, LLC

CRD#2217694
Investment Advisor
in Arcadia, CA
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About this Advisor

William Lee is a financial advisor operating out of Arcadia, California, who has been in the advisory business for 16 years. Lee is an advisor for Mml Investors Services, LLC. Lee has gained experience at Mass Mutual Life Insurance and Mml Investors Services Inc. Lee holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in California. Mml Investors Services, LLC is a financial advisory business that has its headquarters in Arcadia, California. The investment advisory business has offices in 1,335 locations and a total of 8,095 people on staff. It has $29 billion in total assets between its 238,365 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 512 charitable organizations. The company offers a wide array 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 fees typically vary depending on the type of services offered. Fee types charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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

William Lee Work History

William has 16 years of experience.

2002 - Present (17 years)

Mass Mutual Life Insurance

2002 - Present (17 years)

Mml Investors Services Inc

Disclosures

William Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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