Lawrence
Holden

Mml Investors Services, LLC

CRD#811116
Investment Advisor
in Winston Salem, NC

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About this Advisor

Lawrence Holden is a financial advisor working out of Winston Salem, North Carolina with a total of 22 years of industry experience. Holden is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Massmutual Life Insurance Co and Mml Investors Services, LLC. Holden maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina. Mml Investors Services, LLC is an advisory firm based in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It administers $59 billion in assets under management between its 326,297 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC 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. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 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

100 North Cherry Street Suite 500
Winston Salem, NC 27101

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NC Average: 118
Total Number of Accounts

326,297

NC Average: 4,567
Average Account Size

$180,164

NC Average: $3,506,186

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

Lawrence Holden Work History

Lawrence has been registered as a financial advisor for 22 years.*

1975 - Present (49 years)

Mml Investors Services, LLC

1973 - Present (51 years)

Massmutual Life Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Holden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Bradley Smith
Rochester, NY
David Walta
Birmingham, AL
Christopher Thrower
Dallas, TX
Nicholas Chason
Tallahassee, FL
John Whitehead
Lake Oswego, OR
Michael Lacosta
Warren, NJ
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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