Joseph
Davies

Mml Investors Services, LLC

CRD#4976023
Investment Advisor
in Boston, MA
Are you Joseph Davies? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Davies is a certified financial planner based in Boston, Massachusetts, with 12 years in the industry. Davies is an advisor for Mml Investors Services, LLC. During their career, Davies has held roles at New England Securities, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Davies maintains a Series 63 license, certifying them as a securities broker, and is approved to work in Texas. Mml Investors Services, LLC is a financial advisory firm headquartered in Boston, Massachusetts. The investment advisory business has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in assets between its 238,365 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 512 charities and foundations. Mml Investors Services, LLC performs a number 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 fee schedules typically depend on which services are offered. However, fees billed by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

200 Clarendon St, 19Th and 25Th Floors
Boston, MA 02116

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

MA Average: 118
Total Number of Accounts

185,684

MA Average: 4,567
Average Account Size

$162,035

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Joseph Davies Work History

Joseph has 12 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massachusetts Mutual Life Insurance Company

2015 - Present (4 years)

Metlife Securities Inc

2006 - 2015 (9 years)

New England Securities

Disclosures

Joseph Davies has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started