Mml Investors Services, LLC
About this Advisor
Dustin Soflin is an advisor based in Albuquerque, New Mexico. Currently a registered advisor at Mml Investors Services, LLC, Soflin has 12 years of professional experience in the financial advisory industry. Soflin maintains Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Soflin can operate based out of New Mexico. Throughout their career, Soflin has worked at Mass Mutual Life Insurance Company, Mml Investors Services, Albuquerque Youth Symphony Program and Eldorado High School. Mml Investors Services, LLC is headquartered in Albuquerque, New Mexico, and has 1,335 locations throughout the United States. As a registered investment advisory firm, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 client accounts and employs more than 7,471 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which 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 more than $1 million in capital. 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 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
Dustin Soflin Work History
Dustin has 12 years of experience.
Mass Mutual Life Insurance Company
Mml Investors Services
Albuquerque Youth Symphony Program
Eldorado High School
Dustin Soflin has no disclosures.
Please visit their SEC profile for more details.
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