Mml Investors Services, LLC
About this Advisor
Ian Rice is a certified financial planner whose office is in Wilsonville, Oregon. Currently an investment advisor at Mml Investors Services, LLC, they have gathered 10 years of practice as a financial advisor. Rice holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Rice is able to advise customers based out of Texas. Over the course of their career, Rice has held roles at Massmutual Life Inusrance Company and Mml Investors Services. Mml Investors Services, LLC is headquartered in Wilsonville, Oregon, and has 1,335 brick-and-mortar locations across the nation. As a firm, Mml Investors Services, LLC manages $40 billion in assets dispersed across 206,878 client accounts and retains more than 7,471 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 64,820 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC can provide 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. The firm's fees may include 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
Ian Rice Work History
Ian has 10 years of experience.
Massmutual Life Inusrance Company
Mml Investors Services
Ian Rice has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Newtown Square, PA
New Bedford, MA
Virginia Beach, VA
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.