Everett
Morris

Mml Investors Services, LLC

CRD#5335321
Investment Advisor
in Atlanta, GA
Are you Everett Morris? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Everett Morris is a certified financial planner based in Atlanta, Georgia, with a total of 11 years of financial industry experience. Morris works at Mml Investors Services, LLC. Throughout their career, Morris has worked at Axa Advisors, LLC, Massmutual Life Insurance Co, Mml Investors Services, LLC, The Saylor Law Firm, Georgia Senate Research Office, Gsu, Peachtree Movers, Al A Carte Foods and Whiskey Blue. Morris holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Mml Investors Services, LLC is a financial advisory company based in Atlanta, Georgia. The company has offices in 1,335 locations and a total of 8,095 advisors. It handles $29 billion in assets between its 238,365 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 512 charitable organizations. Mml Investors Services, LLC has a diverse 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. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

3550 Lenox Road Ne Suite 1100A
Atlanta, GA 30326

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Everett Morris Work History

Everett has 11 years of experience.

2014 - Present (5 years)

Massmutual Life Insurance Co

2014 - Present (5 years)

Mml Investors Services, LLC

2013 - 2013 (< 1 year)

The Saylor Law Firm

2013 - 2013 (< 1 year)

Georgia Senate Research Office

2010 - 2010 (< 1 year)

Peachtree Movers

2010 - 2010 (< 1 year)

Al A Carte Foods

2010 - 2011 (1 year)

Whiskey Blue

2009 - 2012 (3 years)

Gsu

2007 - 2010 (3 years)

Axa Advisors, LLC

Disclosures

Everett Morris has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started