Carlos
Forde Jr

Mml Investors Services, LLC

CRD#6101132
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Carlos Forde Jr is a financial advisor working out of Peachtree Corners, Georgia, with a total of 10 years in the industry. Forde Jr is an advisor for Mml Investors Services, LLC. The advisor has gained experience at Quality Carpet & Vinyl, Edward Jones, Metlife Securities, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Forde Jr holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Mml Investors Services, LLC is an advisory business based in Peachtree Corners, Georgia. The investment advisory business has offices in 1,155 locations and a total of 7,620 financial advisors. It has $63 billion in total assets across its 287,089 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC offers 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. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

3720 Davinci Court Suite 150
Peachtree Corners, GA 30092

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

GA Average: 118
Total Number of Accounts

287,089

GA Average: 4,567
Average Account Size

$219,257

GA 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

Carlos Forde Jr Work History

Carlos has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2014 - 2017 (3 years)

Metlife Securities

2013 - 2014 (1 year)

Edward Jones

2012 - 2012 (< 1 year)

Quality Carpet & Vinyl

2012 - 2012 (< 1 year)

Edward Jones

Disclosures

Carlos Forde Jr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

John Kelly
Birmingham, AL
Brian Lonergan
Saddle Brook, NJ
Robert Zinn
Scottsdale, AZ
Hugo Hernandez
El Paso, TX
Pedro Lugo
Orlando, FL
Caryn Mcgrath
North Attleboro, MA
Annie Lam
Downers Grove, IL
Coleman Barron
Memphis, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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