Mml Investors Services, LLC
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About this Advisor
James Todd is a certified financial planner and chartered financial consultant working in Charlotte, North Carolina, who has been in the financial industry for 27 years. Todd currently works for Mml Investors Services, LLC. Todd has gained experience at The Northwestern Mutual Life Insurance C, Northwestern Mutual Investment Services, LLC, Massmutual Financial Group and Mml Investors Services Inc. Todd has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Mml Investors Services, LLC is a registered investment firm headquartered in Charlotte, North Carolina. It has offices in 1,335 locations and a total of 8,095 people on staff. It administers $29 billion in total assets among its 238,365 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 512 charities and foundations. The firm performs a number of services, such as 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. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC likely include some combination of 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
James Todd Work History
James has 27 years of experience.
Massmutual Financial Group
Mml Investors Services Inc
The Northwestern Mutual Life Insurance C
Northwestern Mutual Investment Services, LLC
James Todd has no disclosures.
Please visit their SEC profile for more details.