Mml Investors Services, LLC
About this Advisor
David Wachter is an investment advisor in Hickory, North Carolina. Currently a registered advisor with Mml Investors Services, LLC, Wachter has 11 years of experience as a registered investment advisor. Wachter maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Wachter is registered to work with customers in North Carolina. Throughout their career, they have worked at Metlife Securities Inc, Mml Investors Services, LLC and Mass Mutual. Mml Investors Services, LLC is headquartered in Hickory, North Carolina, and operates out of 1,335 additional brick-and-mortar locations in the country. In total, Mml Investors Services, LLC manages $40 billion in assets dispersed across 206,878 accounts and employs more than 7,471 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. 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 deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. 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
David Wachter Work History
David has 11 years of experience.
Mml Investors Services, LLC
Metlife Securities Inc
David Wachter has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
New York, NY
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.