Marcus
Smith
Mml Investors Services, LLC
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About this Advisor
Marcus Smith is a financial advisor based in Melbourne, Florida, working with Mml Investors Services, LLC. Marcus has previously held positions at Us Air Force, World Financial Group, Transamerica Financial Advisors, Principal Life Insurance Co, Principal Securities Inc, Pfs Investments Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC, and Tax Time Solutions. Marcus has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Marcus is part of Mml Investors Services, LLC, which operates out of Melbourne, Florida. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
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
Marcus Smith Work History
Mml Investors Services, LLC
Massmutual Life Insurance Co
Tax Time Solutions
Principal Life Insurance Co
Principal Securities Inc
World Financial Group
Transamerica Financial Advisors
Pfs Investments Inc
Us Air Force
Disclosures
Please visit the SEC profile of Marcus Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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