Joshua
Harper

Mml Investors Services, LLC

CRD#5295216
Investment Advisor
in Atlanta, GA
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About this Advisor

Joshua Harper is a certified financial planner and chartered financial consultant who works out of Atlanta, Georgia, with a total of 11 years of financial industry experience. Harper works at Mml Investors Services, LLC. Throughout their career, they have worked at Massmutual Life Insurance Co and Mml Investors Services, LLC. Harper holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Mml Investors Services, LLC is a financial advisory business based in Atlanta, Georgia. It has offices in 1,335 locations and a total of 8,095 financial advisors. It handles $29 billion in assets under management between its 238,365 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 512 charities and foundations. Mml Investors Services, LLC performs a number 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. A financial advisor's fees largely are based on which services are provided. Fees billed by Mml Investors Services, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

3550 Lenox Road Ne Suite 1100
Atlanta, GA 30326

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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

Joshua Harper Work History

Joshua has 11 years of experience.

2007 - Present (12 years)

Massmutual Life Insurance Co

2007 - Present (12 years)

Mml Investors Services, LLC

Disclosures

Joshua Harper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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