Drue
Garrison

Mml Investors Services, LLC

CRD#4356487
Investment Advisor
in Charlotte, NC
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About this Advisor

Drue Garrison is a certified financial planner working out of Charlotte, North Carolina, who has been in the industry for 17 years. Garrison currently works for Mml Investors Services, LLC. The advisor has gained experience at Massmutual Life Insurnace Company and Mml Investors Services, Inc. Garrison maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Mml Investors Services, LLC is an advisory company headquartered in Charlotte, North Carolina. The investment advisory business has offices in 1,335 locations and a total of 8,095 people on staff. It manages $29 billion in total assets between its 238,365 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 512 charitable organizations. Mml Investors Services, LLC provides 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 advisory services are based on which services are offered. However, fees billed by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

4350 Congress Street Suite 300
Charlotte, NC 28209

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

NC Average: 118
Total Number of Accounts

185,684

NC Average: 4,567
Average Account Size

$162,035

NC 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

Drue Garrison Work History

Drue has 17 years of experience.

2001 - Present (18 years)

Massmutual Life Insurnace Company

2001 - Present (18 years)

Mml Investors Services, Inc

Disclosures

Drue Garrison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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