John
Whitehead

Mml Investors Services, LLC

CRD#2156117
Investment Advisor
in Lake Oswego, OR

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About this Advisor

John Whitehead is a financial advisor based out of Lake Oswego, Oregon. Whitehead is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Massmutual Life Insurance Company, Mml Investors Services, LLC and Royal Alliance. Whitehead maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Texas. Mml Investors Services, LLC is a registered investment company that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It controls $59 billion in assets across its 326,297 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC has 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 fee schedules largely vary depending on which services are offered. Fees billed by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

5885 Meadows Road Suite 850
Lake Oswego, OR 97035

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

OR Average: 118
Total Number of Accounts

326,297

OR Average: 4,567
Average Account Size

$180,164

OR 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

John Whitehead Work History

John has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Massmutual Life Insurance Company

2021 - Present (3 years)

Mml Investors Services, LLC

2020 - 2021 (1 year)

Royal Alliance

2013 - 2020 (7 years)

Hornor Townsend & Kent Inc

2013 - 2020 (7 years)

Penn Mutual Life Ins 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 John Whitehead 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

Michael Everritt
Tampa, FL
Vincent Vaghi
Bethesda, MD
Patrick Thuecks
Dallas, TX
Brady Murray
Lehi, UT
Brent Henig
Greenvale, NY
Michael Altavilla
Saratoga Springs, NY
David Samuelsen
Springfield, MA
Jeremy Harness
Chesterfield, MO

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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