Hershell
Dailey

Mml Investors Services, LLC

CRD#5775876
Investment Advisor
in Columbia, SC

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About this Advisor

Hershell Dailey is an investment advisor whose office is in Columbia, South Carolina. Currently a registered investment advisor with Mml Investors Services, LLC, they have accumulated 10 years of work experience. Dailey has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dailey is able to work with clients based out of South Carolina. The advisor has gained experience at New York Life Insurance Company, Nylife Securities LLC, Transamerica Financial Advisors, Inc, Strategic Wealth Advisory Group LLC (Swag), Planmember Securities Corporation, Massmutual and Mml Investors Services. Mml Investors Services, LLC is headquartered in Columbia, South Carolina, and operates out of 1,335 offices in the United States. In aggregate, Mml Investors Services, LLC manages $40 billion in assets covering 206,878 accounts and employs more than 7,471 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can offer 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 may charge clients 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

Disclosures

No

Office Location

250 Berryhill Rd Ste 100
Columbia, SC 29210

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

SC Average: 118
Total Number of Accounts

206,878

SC Average: 4,567
Average Account Size

$191,239

SC 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

Hershell Dailey Work History

Hershell has 10 years of experience.

2018 - Present (4 years)

Mml Investors Services

2016 - Present (6 years)

Massmutual

2016 - 2018 (2 years)

Planmember Securities Corporation

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

2013 - 2017 (4 years)

Strategic Wealth Advisory Group LLC (Swag)

2011 - 2013 (2 years)

Nylife Securities LLC

2010 - 2013 (3 years)

New York Life Insurance Company

Disclosures

Hershell Dailey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Collins
Costa Mesa, CA
Thomas Morgan
Newport Beach, CA
Chase Skistimas
Newport Beach, CA
Jeremiah Vickery
Emmett, ID
Darren Davis
Vienna, VA
Cody Sutton
Dallas, TX
Julie Mccormick
Brentwood, TN
Sarah Blankenship
Buffalo, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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