Adrienne
Upchurch

Mml Investors Services, LLC

CRD#3251713
Investment Advisor
in Dallas, TX
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About this Advisor

Adrienne Upchurch is a certified financial planner who works out of Dallas, Texas. Currently a registered investment advisor with Mml Investors Services, LLC, Upchurch has 19 years of work experience as a financial advisor. Upchurch maintains a Series 63 license, certifying the advisor as a securities agent. Upchurch can serve clients in Texas. The advisor has gained experience at Northwestern Mutual Life Ins Co, Northwestern Mutual Investment Services, LLC, Mass Mutual Life Insurance Company and Mml Investor Services. Mml Investors Services, LLC is based out of Dallas, Texas, and operates out of 1,335 offices throughout the United States. In aggregate, Mml Investors Services, LLC oversees $29 billion in assets across 238,365 client accounts and retains more than 8,095 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC provides 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, Certified Financial Planner

Years of Experience

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

Disclosures

No

Office Location

14241 Dallas Parkway Suite 1200
Dallas, TX 75254

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

TX Average: 118
Total Number of Accounts

185,684

TX Average: 4,567
Average Account Size

$162,035

TX 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

Adrienne Upchurch Work History

Adrienne has 19 years of experience.

2013 - Present (6 years)

Mass Mutual Life Insurance Company

2013 - Present (6 years)

Mml Investor Services

2009 - 2013 (4 years)

Northwestern Mutual Investment Services, LLC

1999 - 2013 (14 years)

Northwestern Mutual Life Ins Co

1999 - 2009 (10 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Adrienne Upchurch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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