Brian
Lubel

Mml Investors Services, LLC

CRD#5495716
Investment Advisor
in Orlando, FL
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About this Advisor

Brian Lubel is a certified financial planner and chartered financial consultant who is based out of Orlando, Florida. Currently a registered financial advisor at Mml Investors Services, LLC, they have gathered 10 years of practice as a registered investment advisor. Lubel maintains a Series 63 license, designating them as a securities agent. Lubel is registered to serve investors in Florida and Texas. Their career trajectory has included roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Massachusetts Mutual Life Insurance Company and Mml Investors Services. Mml Investors Services, LLC is located in Orlando, Florida, and has 1,335 offices in the nation. In aggregate, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC can provide 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, Chartered Financial Consultant

Years of Experience

10 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

301 East Pine Street Suite 800
Orlando, FL 32801

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

FL Average: 118
Total Number of Accounts

185,684

FL Average: 4,567
Average Account Size

$162,035

FL 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

Brian Lubel Work History

Brian has 10 years of experience.

2014 - Present (5 years)

Massachusetts Mutual Life Insurance Company

2014 - Present (5 years)

Mml Investors Services

2008 - 2014 (6 years)

Northwestern Mutual Investment Services, LLC

2008 - 2014 (6 years)

Northwestern Mutual Life Insurance Company

Disclosures

Brian Lubel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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