Andrew
Graham

Mml Investors Services, LLC

CRD#2076913
Investment Advisor
in Austin, TX

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About this Advisor

Andrew Graham is a financial advisor working out of Austin, Texas, who has been in the advisory business for 10 years. Graham is currently employed by Mml Investors Services, LLC. During their career, the advisor has held roles at Tejas Securities Group, Inc, Travis County Elections, Edward Jones, University Of Texas Austin, Capital Area Food Bank, Road To Recovery - American Cancer Society, Mass Mutual Life Insurance Company and Mml Investors Services. Graham has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Texas. Mml Investors Services, LLC is a business that has its headquarters in Austin, Texas. It has offices in 1,335 locations and a total of 7,471 people on staff. It administers $40 billion in total assets across its 206,878 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 254 charities and foundations. The firm has 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. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Mml Investors Services, LLC likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

317 Grace Lane Suite 250
Austin, TX 78746

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

TX Average: 118
Total Number of Accounts

206,878

TX Average: 4,567
Average Account Size

$191,239

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

Andrew Graham Work History

Andrew has 10 years of experience.

2018 - Present (3 years)

Mass Mutual Life Insurance Company

2018 - Present (3 years)

Mml Investors Services

2015 - 2017 (2 years)

Edward Jones

2014 - 2014 (< 1 year)

Travis County Elections

2014 - 2014 (< 1 year)

University Of Texas Austin

2014 - 2014 (< 1 year)

Capital Area Food Bank

2014 - 2014 (< 1 year)

Road To Recovery - American Cancer Society

2010 - 2011 (1 year)

Tejas Securities Group, Inc

Disclosures

Andrew Graham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Madsen
Meridian, ID
Shannon Pinder
San Jose, CA
Robert Penn
Charlottesville, VA
Jonathon Butler
Helena, MT
Michael Hartsough
Bala Cynwyd, PA
Sammy Sayed
Toledo, OH
Jeremy Lindquist
Manchester, NH
Chad Tourin
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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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