David
Lewis
Mml Investors Services, LLC
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About this Advisor
David Lewis is a financial advisor based in White Plains, New York, working with Mml Investors Services, LLC. David has previously held positions at organizations including Costco Wholesale, Prudential, Franklin Grant Properties, Allstate, Thrivent Financial, David Lerner Associates Inc, Merrill Lynch, Pierce, Fenner & Smith, Bank Of America, New Rochelle Toyota, Mogul Bail Holdings LLC, New York Life, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Century 21 Elite, Mml Investors Services LLC, Massmutual Life Insurance Company, Mogul Protection Agency, LLC, Pruco Securities LLC, Allstate Financial Advisors LLC, Allstate Financial Services LLC, Thrivent Investment Management Inc, and Nylife Securities LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, David is part of Mml Investors Services, LLC, which operates out of White Plains, New York. The firm has 1,083 offices and 7,056 employees. The firm manages assets totaling $90.0 billion and serves charitable clients. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$90,021,969,258
7,056
392,820
$229,168
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
David Lewis Work History
Century 21 Elite
Mml Investors Services LLC
Massmutual Life Insurance Company
Mogul Protection Agency, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Prudential
New Rochelle Toyota
Mogul Bail Holdings LLC
Pruco Securities LLC
Costco Wholesale
Allstate
Thrivent Financial
Prudential
Allstate Financial Advisors LLC
Allstate Financial Services LLC
Thrivent Investment Management Inc
Pruco Securities LLC
Merrill Lynch, Pierce, Fenner & Smith
Bank Of America
Allstate
David Lerner Associates Inc
Merrill Lynch, Pierce, Fenner & Smith
Bank Of America
Allstate Financial Services LLC
New York Life
Nylife Securities LLC
David Lerner Associates Inc
Franklin Grant Properties
Disclosures
Please visit the SEC profile of David Lewis 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
Lubbock, TX
Minneapolis, MN
Solon, OH
Memphis, TN
Columbia, MD
Mercer Island, WA
Seattle, WA
Troy, MI
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