Karen
Culver

Mml Investors Services, LLC

CRD#5973628
Investment Advisor
in Center Valley, PA

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About this Advisor

Karen Culver is a financial advisor based in Center Valley, Pennsylvania, who has 2 years of industry experience. Culver is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Morgan Stanley, Capfinancial Services, LLC, Captrust, Mcqueen Ball And Associates, Massmutual Life Insurance Company and Mml Investment Services, LLC. Culver holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Mml Investors Services, LLC is a registered investment firm operating out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It manages $59 billion in assets under management across its 326,297 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 447 charities and foundations. The firm performs a broad assortment 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 vary depending on the financial services offered. Fee types billed by Mml Investors Services, LLC likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

3701 Corporate Parkway Suite 320
Center Valley, PA 18034

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

PA Average: 118
Total Number of Accounts

326,297

PA Average: 4,567
Average Account Size

$180,164

PA 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

Karen Culver Work History

Karen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Massmutual Life Insurance Company

2021 - Present (3 years)

Mml Investment Services, LLC

2019 - 2020 (1 year)

Capfinancial Services, LLC

2019 - 2020 (1 year)

Captrust

2018 - 2020 (2 years)

Mcqueen Ball And Associates

2014 - 2018 (4 years)

Morgan Stanley

2011 - 2014 (3 years)

Wells Fargo Bank Na

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

*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 Karen Culver 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

Carlos Forde Jr
Peachtree Corners, GA
Alexander Mitchum
Charleston, SC
Michael Everritt
Tampa, FL
Michael Altavilla
Saratoga Springs, NY
Robert Ahrendt
Seattle, WA
Tracy Brown
Austin, TX
Patrick Thuecks
Dallas, TX
Ricardo Reyes
Iselin, NJ

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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