Kelli
Hampton

Mml Investors Services, LLC

CRD#3027425
Investment Advisor
in Springfield, MA

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About this Advisor

Kelli Hampton is a financial advisor operating out of Springfield, Massachusetts, who has been in the industry for 10 years. Hampton is an advisor for Mml Investors Services, LLC. Over the course of their career, Hampton has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cooperative Bank Of Cape Cod, Pottery Barn, Mml Investors Services, LLC and Massmutual. Hampton has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Mml Investors Services, LLC is a business operating out of Springfield, Massachusetts. It has offices in 1,155 locations and a total of 7,620 people on staff. It manages $63 billion in total assets between its 287,089 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 384 charitable organizations. The advisory firm has a wide array 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 depend on the type of services. However, fee types billed by Mml Investors Services, LLC most likely 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

1295 State Street
Springfield, MA 01111

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

MA Average: 118
Total Number of Accounts

287,089

MA Average: 4,567
Average Account Size

$219,257

MA 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

Kelli Hampton Work History

Kelli has 10 years of experience.

2021 - Present (1 year)

Mml Investors Services, LLC

2021 - Present (1 year)

Massmutual

2013 - 2021 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Cooperative Bank Of Cape Cod

2012 - 2012 (< 1 year)

Pottery Barn

Disclosures

Kelli Hampton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Andre Duplessis
Denver, CO
Jesse Israel
Los Angeles, CA
Keith Courser
Tucson, AZ
Pedro Lugo
Orlando, FL
George Lee
Colchester, VT
Andrew Reese
Fort Lauderdale, FL
Claire Williams
Boston, MA
Richardson Hendee
Guilford, CT

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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