Mml Investors Services, LLC
About this Advisor
Robert Boyer is a financial advisor in Holyoke, Massachusetts. Currently a registered investment advisor with Mml Investors Services, LLC, Boyer has 10 years of work experience as a financial advisor. Boyer maintains a Series 63 license, certifying the advisor as a securities representative. Boyer can work with clients in Texas. Their career trajectory has included roles at Mml Investor Services Inc, Massmutual Financial Group, Metlife, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Mml Investors Services, LLC is based out of Holyoke, Massachusetts, and operates out of 1,335 other locations in the nation. In total, Mml Investors Services, LLC oversees $40 billion in assets covering 206,878 client accounts and employs more than 7,471 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can offer 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 firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Robert Boyer Work History
Robert has 10 years of experience.
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Mml Investor Services Inc
Massmutual Financial Group
Robert Boyer has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Virginia Beach, VA
West Hartford, CT
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.