Debbie
Feest

Mml Investors Services, LLC

CRD#1732675
Investment Advisor
in Huntersville, NC

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About this Advisor

Debbie Feest is a financial advisor based in Huntersville, North Carolina, working with Mml Investors Services, LLC. Debbie has previously held positions at Morgan Stanley, Mcintyre, Freedman & Flynn Investment Advisers, Inc, Wells Fargo Clearing Services, LLC, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Mml Investors Services, LLC, and Massmutual Life Insurance Company. Debbie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Debbie is part of Mml Investors Services, LLC, which operates out of Huntersville, North Carolina. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

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

Huntersville, NC

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

NC Average: 118
Total Number of Accounts

351,645

NC Average: 4,567
Average Account Size

$207,106

NC 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

Debbie Feest Work History

2024 - Present (1 year)

Mml Investors Services, LLC

2024 - Present (1 year)

Massmutual Life Insurance Company

2021 - 2024 (3 years)

Raymond James Financial Services Advisors, Inc

2021 - 2024 (3 years)

Raymond James Financial Services, Inc

2017 - 2020 (3 years)

Mcintyre, Freedman & Flynn Investment Advisers, Inc

2015 - 2017 (2 years)

Wells Fargo Clearing Services, LLC

2008 - 2015 (7 years)

Morgan Stanley

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Disclosures

Please visit the SEC profile of Debbie Feest 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

Shaun Bernstein
New York, NY
Matthew Sagers
Walnut Creek, CA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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