Barbara
Exter

Mml Investors Services, LLC

CRD#1042873
Investment Advisor
in Newark, DE

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About this Advisor

Barbara Exter is a financial advisor based out of Newark, Delaware, who has been in the industry for 12 years. Exter is an advisor for Mml Investors Services, LLC. Throughout their career, they have worked at H. Beck, Inc, New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Exter maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Delaware, Pennsylvania and Texas. Mml Investors Services, LLC is an advisory company based out of Newark, Delaware. It has offices in 1,155 locations and a total of 7,620 employees. It has $63 billion in assets under management across its 287,089 accounts, making it one of the largest firms in the country by assets under management. The firm serves 384 charities and foundations. The firm performs a number 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. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

111 Continental Drive Suite 305
Newark, DE 19713

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

DE Average: 118
Total Number of Accounts

287,089

DE Average: 4,567
Average Account Size

$219,257

DE 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

Barbara Exter Work History

Barbara has 12 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2013 - 2015 (2 years)

New England Securities

2010 - 2013 (3 years)

H. Beck, Inc

Disclosures

Barbara Exter has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Nicholas Muraca
Ann Arbor, MI
Patrick Kenny
Shelton, CT
Richard Levy
Indianapolis, IN
Matthew Burks
Lakeland, FL
David Olson
Seattle, WA
Ethan Eitel
Chesterfield, MO
Richardson Hendee
Guilford, CT
Donald Hughes
Jackson, MS

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

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