Jeffrey
Walters

Mml Investors Services, LLC

CRD#2484030
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Walters is a chartered financial consultant working in Atlanta, Georgia, with 25 years in the industry. Walters is an advisor for Mml Investors Services, LLC. Walters has gained experience at Metlife Securities Inc, Metropolitan Life Insurance Company, Mml Investors Services, LLC and Massacusetts Mutual Life Insurance Company. Walters has a Series 63 license, which qualifies them as a securities representative, and is able to operate in Georgia. Mml Investors Services, LLC is a financial advisory company headquartered in Atlanta, Georgia. The company has offices in 1,335 locations and a total of 8,095 financial advisors. It controls $29 billion in total assets across its 238,365 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 512 charitable organizations. The business 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. Financial advisory fee schedules are based on which services the firm provides the client. 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

25 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

Jeffrey Walters Work History

Jeffrey has 25 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massacusetts Mutual Life Insurance Company

1993 - 2017 (24 years)

Metlife Securities Inc

1993 - 2016 (23 years)

Metropolitan Life Insurance Company

Disclosures

Jeffrey Walters has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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