John
Herbert

Mml Investors Services, LLC

CRD#6516038
Investment Advisor
in Southfield, MI

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About this Advisor

John Herbert is a certified financial planner based in Southfield, Michigan. Currently an investment advisor at Mml Investors Services, LLC, Herbert has 10 years of work experience. Herbert holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Herbert can operate based out of Michigan and Texas. Their career trajectory has included roles at Vail Resorts, Inc, Coolhouse Labs, Rollins College, Accurite Transcription, Pulmonary & Critical Care, Axa Advisors, LLC, Mass Mutual and Mml Investors Services. Mml Investors Services, LLC is headquartered in Southfield, Michigan, and has 1,335 offices in the United States. Overall, Mml Investors Services, LLC manages $40 billion in assets covering 206,878 accounts and retains more than 7,471 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC provides 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

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

26400 Lahser Rd Suite 120
Southfield, MI 48033

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MI Average: 118
Total Number of Accounts

206,878

MI Average: 4,567
Average Account Size

$191,239

MI 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

John Herbert Work History

John has 10 years of experience.

2018 - Present (3 years)

Mass Mutual

2018 - Present (3 years)

Mml Investors Services

2015 - 2018 (3 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Vail Resorts, Inc

2014 - 2014 (< 1 year)

Coolhouse Labs

2012 - 2012 (< 1 year)

Pulmonary & Critical Care

2011 - 2014 (3 years)

Rollins College

2010 - 2011 (1 year)

Accurite Transcription

Disclosures

John Herbert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Madsen
Meridian, ID
Shannon Pinder
San Jose, CA
Robert Penn
Charlottesville, VA
Jonathon Butler
Helena, MT
Michael Hartsough
Bala Cynwyd, PA
Sammy Sayed
Toledo, OH
Jeremy Lindquist
Manchester, NH
Chad Tourin
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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.

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