Eric
Carlson

Mml Investors Services, LLC

CRD#4209881
Investment Advisor
in Orlando, FL
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About this Advisor

Eric Carlson is a chartered financial consultant operating out of Orlando, Florida, who has 17 years of work experience. Carlson currently works for Mml Investors Services, LLC. Carlson has gained experience at The Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Massachusetts Mutual Life Insurance Company and Mml Investors Services. Carlson holds a Series 63 license, certifying them as a securities broker, and can advise clients in Florida and Texas. Mml Investors Services, LLC is an advisory company that has its headquarters in Orlando, Florida. The investment advisory business has offices in 1,335 locations and a total of 8,095 advisors. It controls $29 billion in total assets among its 238,365 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 512 charities and foundations. The firm has 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 for financial management largely vary depending on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

17 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

$28,659,207,084

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

8,095

FL Average: 118
Total Number of Accounts

238,365

FL Average: 4,567
Average Account Size

$120,232

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

Eric Carlson Work History

Eric has 17 years of experience.

2014 - Present (5 years)

Massachusetts Mutual Life Insurance Company

2014 - Present (5 years)

Mml Investors Services

2011 - 2014 (3 years)

Northwestern Mutual Investment Services, LLC

2010 - 2011 (1 years)

Northwestern Mutual Investment Services, LLC

2001 - 2014 (13 years)

The Northwestern Mutual Life Insurance Company

2001 - 2014 (13 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Eric Carlson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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