Michael
Woods

Mml Investors Services, LLC

CRD#2455539
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Woods is a certified financial planner working in Atlanta, Georgia who has 18 years of industry experience. Woods works at Mml Investors Services, LLC. Their career trajectory has included roles at Massmutual Life Insurance Co and Mml Investors Services, LLC. Woods maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Texas. Mml Investors Services, LLC is a financial advisory company headquartered in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 employees. It handles $59 billion in assets under management among its 326,297 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC performs a broad assortment 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 which service is provided. Fees billed by Mml Investors Services, LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

3550 Lenox Road Ne Suite 1100
Atlanta, GA 30326

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

GA Average: 118
Total Number of Accounts

326,297

GA Average: 4,567
Average Account Size

$180,164

GA 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

Michael Woods Work History

Michael has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Massmutual Life Insurance Co

2005 - Present (19 years)

Mml Investors Services, LLC

*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 Michael Woods 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

Jameson Lett
Dublin, OH
Carlos Forde Jr
Peachtree Corners, GA
Ricardo Reyes
Iselin, NJ
Brent Henig
Greenvale, NY
John Whitehead
Lake Oswego, OR
Michael Altavilla
Saratoga Springs, NY
Robert Ahrendt
Seattle, WA
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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