David
Morgan

Mml Investors Services, LLC

CRD#1421678
Investment Advisor
in Atlanta, GA
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About this Advisor

David Morgan is a chartered financial consultant operating in Atlanta, Georgia, who has 21 years of financial industry experience. Morgan is currently employed by Mml Investors Services, LLC. During their career, the advisor has held roles at Mml Investors Services, LLC, New England Securities and Metlife Securities Inc. Morgan maintains a Series 63 license, certifying them as a securities representative, and is able to work in Georgia. Mml Investors Services, LLC is an advisory company operating in Atlanta, Georgia. The company has offices in 1,335 locations and a total of 8,095 people on staff. It controls $29 billion in total assets among its 238,365 accounts, making it one of the largest firms in the country by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC provides a broad set 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. Financial advisory fee schedules typically vary depending on which services are offered. However, fee types charged by Mml Investors Services, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

21 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

4 Concourse Pkwy 3Rd Floor Suite 300
Atlanta, GA 30328

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

GA Average: 118
Total Number of Accounts

185,684

GA Average: 4,567
Average Account Size

$162,035

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

David Morgan Work History

David has 21 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2015 - Present (4 years)

Metlife Securities Inc

1997 - Present (22 years)

New England Securities

Disclosures

David Morgan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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