Julie
Mccormick

Mml Investors Services, LLC

CRD#6631331
Investment Advisor
in Brentwood, TN

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About this Advisor

Julie Mccormick is a certified financial planner based in Brentwood, Tennessee, with a total of 10 years of professional experience. Mccormick is on the advisory team at Mml Investors Services, LLC. Throughout their career, they have worked at Longhorn Steakhouse, Student, Pete'S Pizza And Bakehouse, Abuelos, Pete And Sam'S, Allen, Summers, Simpson, Lillie, Gresham Pllc, Felicia Suzzane'S, Waddell & Reed Inc, Unemployed Student, Mass Mutual Life Insurance Company and Mml Investors Services. Mccormick holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee and Texas. Mml Investors Services, LLC is a registered investment business based in Brentwood, Tennessee. It has offices in 1,155 locations and a total of 7,620 people on staff. It controls $63 billion in assets under management between its 287,089 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 384 charities and foundations. Mml Investors Services, LLC performs a number of services, including 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 for financial management largely vary depending on which service is provided. Fee types charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

12 Cadillac Dr Suite 440
Brentwood, TN 37027

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

TN Average: 118
Total Number of Accounts

287,089

TN Average: 4,567
Average Account Size

$219,257

TN 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

Julie Mccormick Work History

Julie has 10 years of experience.

2019 - Present (3 years)

Mass Mutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services

2016 - 2016 (< 1 year)

Waddell & Reed Inc

2015 - 2016 (1 year)

Allen, Summers, Simpson, Lillie, Gresham Pllc

2015 - 2016 (1 year)

Felicia Suzzane'S

2014 - 2015 (1 year)

Pete And Sam'S

2013 - 2014 (1 year)

Abuelos

2012 - 2012 (< 1 year)

Longhorn Steakhouse

2012 - 2012 (< 1 year)

Student

2012 - 2013 (1 year)

Pete'S Pizza And Bakehouse

2012 - 2012 (< 1 year)

Unemployed Student

Disclosures

Julie Mccormick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Annie Lam
Downers Grove, IL
Anthony Colunga
Houston, TX
Robert Zinn
Scottsdale, AZ
Daniel Mckeever
Lancaster, PA
Britany Enelow
Trenton, NJ
David Olson
Seattle, WA
Pedro Lugo
Orlando, FL
Earl Muse
Chattanooga, TN

The content in this profile was updated by SmartAsset on 04/01/2022 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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