Bobak
Khodaie

Mml Investors Services, LLC

CRD#5989962
Investment Advisor
in Albuquerque, NM

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About this Advisor

Bobak Khodaie is a financial advisor based in Albuquerque, New Mexico, with 10 years of work experience. Khodaie is currently employed by Mml Investors Services, LLC. Khodaie has gained experience at Mml Investors Services LLC, Massmutual, Student - Univ. Of New Mexico and Sandia Chevron. Khodaie maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Mexico and Texas. Mml Investors Services, LLC is an advisory company operating in Albuquerque, New Mexico. The company has offices in 1,335 locations and a total of 7,471 employees. It has $40 billion in total assets between its 206,878 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 254 charitable organizations. Mml Investors Services, LLC has a number 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. Fees for financial management typically are based on which services are provided. However, fees charged by Mml Investors Services, LLC likely consist of 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

8100 Lang Ave Ne Suite 102
Albuquerque, NM 87109

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NM Average: 118
Total Number of Accounts

206,878

NM Average: 4,567
Average Account Size

$191,239

NM 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

Bobak Khodaie Work History

Bobak has 10 years of experience.

2013 - Present (8 years)

Mml Investors Services LLC

2011 - Present (10 years)

Massmutual

2011 - 2011 (< 1 year)

Sandia Chevron

2010 - 2011 (1 year)

Student - Univ. Of New Mexico

Disclosures

Bobak Khodaie has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Ryan Galloway
Newtown Square, PA
Gregory Vasher
Savannah, GA
Robert Grabiel
Bloomfield Hills, MI
Joseph Duffy
New York, NY
Charles Emerson
Hernando, MS
Reynaldo Martinez Jr
Scottsdale, AZ
Payton Denney
Shreveport, LA
Dominic Marinucci
Exton, PA

This content was compiled from the SEC and FINRA.

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