Mml Investors Services, LLC
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
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
Hershell Dailey Work History
Hershell has 10 years of experience.
Mml Investors Services
Planmember Securities Corporation
Transamerica Financial Advisors, Inc
Strategic Wealth Advisory Group LLC (Swag)
Nylife Securities LLC
New York Life Insurance Company
Hershell Dailey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Costa Mesa, CA
Newport Beach, CA
Newport Beach, CA
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 email@example.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.
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