Mml Investors Services, LLC
About this Advisor
David Cooil is a financial advisor who works in Greensboro, North Carolina. Currently an investment advisor at Mml Investors Services, LLC, Cooil has 10 years of practice as a financial advisor. Cooil maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Cooil can advise clients in North Carolina. The advisor has gained experience at Mass Mutual, Unc Chapel Hill and Mml Investors Services LLC. Mml Investors Services, LLC is headquartered in Greensboro, North Carolina, and has 1,335 offices in the United States. Overall, Mml Investors Services, LLC oversees $40 billion in assets dispersed across 206,878 client accounts and employs more than 7,471 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC can provide 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's fees may include 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
David Cooil Work History
David has 10 years of experience.
Mml Investors Services LLC
Mml Investors Services LLC
Unc Chapel Hill
David Cooil has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Hunt Valley, MD
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.