Annie
Lam

Mml Investors Services, LLC

CRD#6039766
Investment Advisor
in Downers Grove, IL

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About this Advisor

Annie Lam is a financial advisor working out of Downers Grove, Illinois, who has been in the industry for 10 years. Lam currently works for Mml Investors Services, LLC. Lam has gained experience at Metlife Securities Inc, Massmutual Life Insurance Co and Mml Investors Services, LLC. Lam holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Illinois. Mml Investors Services, LLC is a firm that has its headquarters in Downers Grove, Illinois. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It controls $63 billion in assets under management among its 287,089 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 384 charities and foundations. Mml Investors Services, LLC performs a diverse set 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 fees usually are based on which service is offered. However, fees billed by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

No

Office Location

2650 Warrenville Road Suite 100
Downers Grove, IL 60515

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

IL Average: 118
Total Number of Accounts

287,089

IL Average: 4,567
Average Account Size

$219,257

IL 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

Annie Lam Work History

Annie has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2012 - Present (10 years)

Metlife Securities Inc

Disclosures

Annie Lam has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Richard Glass
San Diego, CA
Paul Baader
Hunt Valley, MD
Katherine Stevick
Fayetteville, NC
April Romero
Virginia Beach, VA
Christopher Lee
Fort Lauderdale, FL
Daniel Mckeever
Lancaster, PA
Tyler Camp
Birmingham, AL
Donald Gretta
Center Valley, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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