Charles
Williams

Mml Investors Services, LLC

CRD#2540151
Investment Advisor
in Denver, CO
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About this Advisor

Charles Williams is a certified financial planner located in Denver, Colorado. Currently a registered investment advisor at Mml Investors Services, LLC, they have accumulated 14 years of experience in the financial advisory industry. Williams maintains a Series 63 license, which certifies the advisor as a securities representative. Williams is registered to work with customers in Colorado and Texas. Williams has gained experience at Massmutual and Mml Investor Services Inc. Mml Investors Services, LLC is headquartered in Denver, Colorado, and operates out of 1,335 other brick-and-mortar locations across the nation. In total, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC provides 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. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

Metropoint I 4600 South Ulster Street, Suite 1200
Denver, CO 80237

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

CO Average: 118
Total Number of Accounts

238,365

CO Average: 4,567
Average Account Size

$120,232

CO 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

Charles Williams Work History

Charles has 14 years of experience.

2004 - Present (15 years)

Massmutual

2004 - Present (15 years)

Mml Investor Services Inc

Disclosures

Charles Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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