Richard
Price

Mml Investors Services, LLC

CRD#5703466
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Richard Price is a financial advisor operating out of Fort Lauderdale, Florida who has 4 years of relevant experience. Price is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, Massmutual Life Insurance Co and Mml Investors Services LLC. Price has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Florida. Mml Investors Services, LLC is an advisory business that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It administers $59 billion in assets across its 326,297 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 447 charitable organizations. Mml Investors Services, LLC has a number of services, such as 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 charged by financial advisors typically are based on the financial services provided. Fees billed by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

950 South Pine Island Rd Suite A150
Fort Lauderdale, FL 33324

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

FL Average: 118
Total Number of Accounts

326,297

FL Average: 4,567
Average Account Size

$180,164

FL Average: $3,506,186

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

Richard Price Work History

Richard has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Massmutual Life Insurance Co

2019 - Present (5 years)

Mml Investors Services LLC

2016 - 2019 (3 years)

Eagle Strategies LLC

2009 - 2019 (10 years)

Nylife Securities LLC

2009 - 2019 (10 years)

New York Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Michael Everritt
Tampa, FL
Carlos Forde Jr
Peachtree Corners, GA
Patrick Thuecks
Dallas, TX
Stephen Bishop
Bethlehem, PA
Robert Ahrendt
Seattle, WA
Brent Henig
Greenvale, NY
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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