Adam
Bass

Mml Investors Services, LLC

CRD#4670987
Investment Advisor
in Atlanta, GA

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About this Advisor

Adam Bass is a financial advisor based out of Atlanta, Georgia who has 3 years of industry experience. Bass currently works for Mml Investors Services, LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Massmutual Life Insurance Co, Mml Investors Services, LLC, Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Bass has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Mml Investors Services, LLC is a registered investment company headquartered in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 advisors. It handles $59 billion in assets under management among its 326,297 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 447 charities and foundations. The business performs a diverse range 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 advice usually vary depending on the financial services offered. Fees charged by Mml Investors Services, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Adam Bass Work History

Adam has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Mml Investors Services, LLC

2019 - Present (5 years)

Massmutual Life Insurance Co

2017 - 2019 (2 years)

Hornor Townsend & Kent Inc

2017 - 2019 (2 years)

Penn Mutual Life Insurance Company

2014 - 2017 (3 years)

Massmutual Life Insurance Co

2014 - 2017 (3 years)

Mml Investors Services, LLC

2003 - 2013 (10 years)

Park Avenue Securities

2002 - 2013 (11 years)

Guardian 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 Adam Bass 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

Stephen Bishop
Bethlehem, PA
Carlos Forde Jr
Peachtree Corners, GA
David Samuelsen
Springfield, MA
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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