Kenneth
Harpe

Mml Investors Services, LLC

CRD#1408793
Investment Advisor
in Chattanooga, TN

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About this Advisor

Kenneth Harpe is a financial advisor who works in Chattanooga, Tennessee with a total of 19 years of relevant experience. Harpe currently works for Mml Investors Services, LLC. They have been an employee of Mml Investors Services, Llc for all of their career. Harpe has a Series 63 license, qualifying them as a securities agent, and can advise clients in Tennessee. Mml Investors Services, LLC is an advisory business headquartered in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It administers $59 billion in assets between its 326,297 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC offers 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. Financial management fee schedules typically depend on the services provided. Fees billed by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

19 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

100 W Mlk Blvd One Union Square, Ste 508
Chattanooga, TN 37402

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

TN Average: 118
Total Number of Accounts

326,297

TN Average: 4,567
Average Account Size

$180,164

TN 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

Kenneth Harpe Work History

Kenneth has been registered as a financial advisor for 19 years.*

1985 - Present (39 years)

Mml Investors Services, Inc

*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 Kenneth Harpe 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
Josiah Martin
Mercer Island, WA
Brent Henig
Greenvale, NY
Michael Altavilla
Saratoga Springs, NY
John Whitehead
Lake Oswego, OR
Vincent Vaghi
Bethesda, MD
Robert Ahrendt
Seattle, WA
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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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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