Roy
Halvorsen

Mml Investors Services, LLC

CRD#234714
Investment Advisor
in Edgewater, NJ

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About this Advisor

Roy Halvorsen is a chartered financial consultant based out of Edgewater, New Jersey who has 21 years of industry experience. Halvorsen is currently employed by Mml Investors Services, LLC. Halvorsen has gained experience at Mml Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Halvorsen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Mml Investors Services, LLC is a financial advisory company that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 advisors. It oversees $59 billion in total assets among its 326,297 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC performs 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. A financial advisor's fee schedules usually are based on the type of services provided. However, fee types charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

21 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

Office Location

Edgewater, NJ

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NJ Average: 118
Total Number of Accounts

326,297

NJ Average: 4,567
Average Account Size

$180,164

NJ Average: $3,506,186

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

Roy Halvorsen Work History

Roy has been registered as a financial advisor for 21 years.*

1982 - Present (42 years)

Mml Investors Services, LLC

1964 - Present (60 years)

Massachusetts Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Roy Halvorsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

James Moore
Atlanta, GA
Tracy Brown
Austin, TX
Stephen Bishop
Bethlehem, PA
Michael Everritt
Tampa, FL
John Whitehead
Lake Oswego, OR
Vincent Vaghi
Bethesda, MD
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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