James
Moore

Mml Investors Services, LLC

CRD#6177724
Investment Advisor
in Atlanta, GA
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About this Advisor

James Moore is a certified financial planner operating out of Atlanta, Georgia, with a total of 11 years of financial industry experience. Moore is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at Various Insurance Carriers For W&R Insuarnce Agencies, With Perfection Land Maintenance, Waddell & Reed, Inc, Moore Insight Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC and The Quiet Hero Party. Moore has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Mml Investors Services, LLC is a financial advisory firm operating in Atlanta, Georgia. The firm has offices in 1,335 locations and a total of 8,095 employees. It controls $29 billion in assets between its 238,365 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC performs 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. A financial advisor's fees usually depend on which services are offered. Fee types charged by Mml Investors Services, LLC can be comprised of any combination of 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

No

Office Location

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

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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

James Moore Work History

James has 11 years of experience.

2018 - Present (1 years)

Massmutual Life Insurance Co

2018 - Present (1 years)

Mml Investors Services, LLC

2017 - 2018 (1 years)

Moore Insight Inc

2015 - 2018 (3 years)

The Quiet Hero Party

2013 - 2018 (5 years)

Various Insurance Carriers For W&R Insuarnce Agencies

2013 - 2018 (5 years)

Waddell & Reed, Inc

2007 - 2009 (2 years)

With Perfection Land Maintenance

Disclosures

James Moore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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