Peter
Kim

Mml Investors Services, LLC

CRD#7150244
Investment Advisor
in Atlanta, GA

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About this Advisor

Peter Kim is a financial advisor who works out of Atlanta, Georgia with a total of 3 years of relevant experience. Kim is currently employed by Mml Investors Services, LLC. The advisor has gained experience at Mml Investors Services, LLC, Mass Mutual Life Insurance Co, Doosan Industrial Vehicle America Corporation, Freedom Montessori School, Erskine College and Greenwood Arp Church. Kim maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Mml Investors Services, LLC is an advisory firm headquartered in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 financial advisors. It controls $59 billion in total assets among its 326,297 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 447 charities and foundations. Mml Investors Services, LLC performs 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 charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

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

$58,787,051,166

GA Average: $16,012,751,954
Total Number of Employees

7,379

GA Average: 118
Total Number of Accounts

326,297

GA Average: 4,567
Average Account Size

$180,164

GA Average: $3,506,186

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

Peter Kim Work History

Peter has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Mml Investors Services, LLC

2019 - Present (5 years)

Mass Mutual Life Insurance Co

2015 - 2019 (4 years)

Doosan Industrial Vehicle America Corporation

2013 - 2014 (1 year)

Freedom Montessori School

2012 - 2014 (2 years)

Greenwood Arp Church

2009 - 2013 (4 years)

Erskine College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Stephen Bishop
Bethlehem, PA
Brent Henig
Greenvale, NY
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
Christopher Thrower
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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