Ellen
Linares

Mml Investors Services, LLC

CRD#2888586
Investment Advisor
in Charlotte, NC
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About this Advisor

Ellen Linares is a chartered financial consultant based out of Charlotte, North Carolina, with 21 years of financial industry experience. Linares currently works for Mml Investors Services, LLC. Their career trajectory has included roles at Northwestern Mutual Life, Northwestern Mutual Investment Services, LLC, Massmutual Financial Group and Mml Investors Services Inc. Linares has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Mml Investors Services, LLC is a registered investment business operating out of Charlotte, North Carolina. The company has offices in 1,335 locations and a total of 8,095 financial advisors. It manages $29 billion in assets under management across its 238,365 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 512 charitable organizations. Mml Investors Services, LLC provides a diverse range 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 charged by financial advisors usually depend on which services are provided. However, fees charged by Mml Investors Services, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

21 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

Ellen Linares Work History

Ellen has 21 years of experience.

2009 - Present (10 years)

Massmutual Financial Group

2009 - Present (10 years)

Mml Investors Services Inc

1998 - 2009 (11 years)

Northwestern Mutual Investment Services, LLC

1997 - 2009 (12 years)

Northwestern Mutual Life

Disclosures

Ellen Linares has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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