Mml Investors Services, LLC
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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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Brian Lubel Work History
Brian has 10 years of experience.
Massachusetts Mutual Life Insurance Company
Mml Investors Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Brian Lubel has no disclosures.
Please visit their SEC profile for more details.