Thomas
Evans

Mml Investors Services, LLC

CRD#1056602
Investment Advisor
in Lafayette, LA

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About this Advisor

Thomas Evans is a financial advisor based in Lafayette, Louisiana, who has been in the advisory business for 10 years. Evans is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Gene Fortier, Insurance Agent, State Farm Vp Management Corp, Lpl Financial, New York Life Insurance Co, Nylife Securities LLC, Cornerstone Financial, Eagle Strategies LLC, Massmutual Life Insurance Co and Mml Investors Services LLC. Evans has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Mml Investors Services, LLC is a registered investment business that has its headquarters in Lafayette, Louisiana. The firm has offices in 1,155 locations and a total of 7,620 advisors. It manages $63 billion in assets under management between its 287,089 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 384 charities and foundations. The business has a broad assortment 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 fee schedules typically are based on which service is provided. Fee types charged by Mml Investors Services, LLC most likely include any blend of 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

102 Versailles Blvd Suite 808
Lafayette, LA 70501

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

LA Average: 118
Total Number of Accounts

287,089

LA Average: 4,567
Average Account Size

$219,257

LA 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

Thomas Evans Work History

Thomas has 10 years of experience.

2021 - Present (2 years)

Massmutual Life Insurance Co

2021 - Present (2 years)

Mml Investors Services LLC

2017 - 2021 (4 years)

New York Life Insurance Co

2017 - 2021 (4 years)

Nylife Securities LLC

2017 - 2021 (4 years)

Eagle Strategies LLC

2012 - 2012 (< 1 year)

Gene Fortier,Insurance Agent

2012 - 2012 (< 1 year)

State Farm Vp Management Corp

2012 - 2017 (5 years)

Lpl Financial

2012 - 2017 (5 years)

Cornerstone Financial

Disclosures

Thomas Evans has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kevin Hardee
Hernando, MS
Andrew Stauff
Minneapolis, MN
Cesar Canizalez
San Antonio, TX
Pedro Lugo
Orlando, FL
Rakesh Budhram
Ozone Park, NY
Richard Levy
Indianapolis, IN
Vincent Vaghi
Bethesda, MD
Coleman Barron
Memphis, TN

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.

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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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