Mml Investors Services, LLC
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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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
David Morgan Work History
David has 21 years of experience.
Mml Investors Services, LLC
Metlife Securities Inc
New England Securities
David Morgan has no disclosures.
Please visit their SEC profile for more details.