Leida
Speller

Mml Investors Services, LLC

CRD#2297560
Investment Advisor
in Atlanta, GA
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About this Advisor

Leida Speller is a certified financial planner who works out of Atlanta, Georgia, who has been in the industry for 10 years. Speller works at Mml Investors Services, LLC. Throughout their career, Speller has worked at Massachusetts Mutual Life Insurance, Mml Investors Services, LLC and Clearpoint Financial Solutions. Speller has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Georgia. Mml Investors Services, LLC is an advisory business headquartered in Atlanta, Georgia. The investment advisory business has offices in 1,335 locations and a total of 8,095 employees. It manages $29 billion in total assets across its 238,365 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 512 charitable organizations. Mml Investors Services, LLC provides 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Mml Investors Services, LLC likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

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

Leida Speller Work History

Leida has 10 years of experience.

2016 - Present (3 years)

Massachusetts Mutual Life Insurance

2016 - Present (3 years)

Mml Investors Services, LLC

2008 - 2016 (8 years)

Clearpoint Financial Solutions

Disclosures

Leida Speller has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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