Michael
Everritt

Mml Investors Services, LLC

CRD#6185621
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Everritt is a financial advisor working out of Tampa, Florida, who has been in the industry for 10 years. Everritt is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at Mass Mutual, Mml Investors Services, Jason'S Deli, Western Southern Life, W&S Brokerage Services, Lpl Financial, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Everritt maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Mml Investors Services, LLC is a company that has its headquarters in Tampa, Florida. The investment advisory business has offices in 1,335 locations and a total of 7,471 employees. It oversees $40 billion in total assets among its 206,878 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 254 charitable organizations. Mml Investors Services, LLC offers 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 are provided. However, fees billed by Mml Investors Services, LLC may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

4830 W. Kennedy Blvd Suite 800
Tampa, FL 33609-2557

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

FL Average: 118
Total Number of Accounts

206,878

FL Average: 4,567
Average Account Size

$191,239

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

Michael Everritt Work History

Michael has 10 years of experience.

2017 - Present (4 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (4 years)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Lpl Financial

2014 - 2016 (2 years)

W&S Brokerage Services

2013 - 2013 (< 1 year)

Mass Mutual

2013 - 2013 (< 1 year)

Mml Investors Services

2013 - 2016 (3 years)

Western Southern Life

2010 - 2013 (3 years)

Jason'S Deli

Disclosures

Michael Everritt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Richard Curcio
Edison, NJ
Jay Strauss
West Palm Beach, FL
Justin Breen
Lake Oswego, OR
Timothy Lynch
Warwick, RI
Julius Pappas
Fort Lauderdale, FL
Trevor Cross
Scottsdale, AZ
Heidi Hanson
Manchester, MA
Matthew Weissman
Wilmington, NC

This content was compiled from the SEC and FINRA.

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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