Cameron
Koplik

Mml Investors Services, LLC

CRD#5947132
Investment Advisor
in Plainfield, NJ

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About this Advisor

Cameron Koplik is a certified financial planner who works in Plainfield, New Jersey, who has been in the industry for 10 years. Koplik is an advisor for Mml Investors Services, LLC. During their career, the advisor has held roles at Pfp, New England Securities, Metlife Securities Inc, Massmutual Life Insurance Co and Mml Investors Services, LLC. Koplik has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Mml Investors Services, LLC is a company that has its headquarters in Plainfield, New Jersey. The company has offices in 1,335 locations and a total of 7,471 financial advisors. It has $40 billion in assets under management between its 206,878 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 254 charities and foundations. Mml Investors Services, LLC provides a broad range 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 management fee schedules typically are based on which service is offered. Fees charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, 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

461 Somerset St
Plainfield, NJ 07060

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NJ Average: 118
Total Number of Accounts

206,878

NJ Average: 4,567
Average Account Size

$191,239

NJ 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

Cameron Koplik Work History

Cameron has 10 years of experience.

2017 - Present (4 years)

Mml Investors Services, LLC

2016 - Present (5 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities Inc

2011 - 2015 (4 years)

New England Securities

2010 - 2011 (1 year)

Pfp

Disclosures

Cameron Koplik has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

William Creeden
Charleston, SC
Leann Price
Seattle, WA
Drew Catanese
Tampa, FL
Hunter Trotter
Newtown Square, PA
Stephen Niple
Cleveland, OH
William Heaney
New Bedford, MA
April Romero
Virginia Beach, VA
Phillip Bacon
Columbia, MO

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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