Mml Investors Services, LLC

Investment Advisor
in Hampstead, NC

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About this Advisor

Josiah Whitten is a financial advisor based in Hampstead, North Carolina, who has 10 years of professional experience. Whitten is an advisor for Mml Investors Services, LLC. Throughout their career, Whitten has worked at Principal Life Insurance Company, Princor Financial Services Corporation, Dish Network, The Pc And Mac Help Centers, Mass Mutual Life Insurance Company and Mml Investors Services. Whitten holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Mml Investors Services, LLC is a company operating out of Hampstead, North Carolina. It has offices in 1,335 locations and a total of 7,471 financial advisors. It administers $40 billion in total assets among its 206,878 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 254 charities and foundations. Mml Investors Services, LLC provides 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. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Mml Investors Services, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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



Office Location

233- A Merchants Circle Suite 205
Hampstead, NC 28443

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management


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


NC Average: 118
Total Number of Accounts


NC Average: 4,567
Average Account Size


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

Josiah Whitten Work History

Josiah has 10 years of experience.

2016 - Present (6 years)

Mass Mutual Life Insurance Company

2016 - Present (6 years)

Mml Investors Services

2014 - 2016 (2 years)

Principal Life Insurance Company

2014 - 2016 (2 years)

Princor Financial Services Corporation

2013 - 2013 (< 1 year)

The Pc And Mac Help Centers

2010 - 2014 (4 years)

Dish Network


Josiah Whitten has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kayla Moore
Kansas City, MO
Ryan Clarke
Greenvale, NY
Ryan Galloway
Newtown Square, PA
Samuel Eppy
Fort Lauderdale, FL
Christopher Nunn
Roseville, CA
Jesus Jaramillo
Scottsdale, AZ
Philip Insley
Hunt Valley, MD
John Jordan
Madison, MS

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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