Anthony
Colunga

Mml Investors Services, LLC

CRD#6430798
Investment Advisor
in Houston, TX

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About this Advisor

Anthony Colunga is a financial advisor based out of Houston, Texas, with a total of 10 years of experience as a financial advisor. Colunga is an advisor for Mml Investors Services, LLC. The advisor has gained experience at Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Professional Enrollment Concepts and Evolution Financial. Colunga maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Mml Investors Services, LLC is an advisory firm operating in Houston, Texas. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It oversees $63 billion in total assets across its 287,089 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 384 charities and foundations. Mml Investors Services, LLC has a diverse set 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 advisory services vary depending on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

Three Greenway Plaza Suite 1500
Houston, TX 77046

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

TX Average: 118
Total Number of Accounts

287,089

TX Average: 4,567
Average Account Size

$219,257

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

Anthony Colunga Work History

Anthony has 10 years of experience.

2020 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (2 years)

Mass Mutual Life Insurance Company

2019 - 2019 (< 1 year)

Professional Enrollment Concepts

2019 - 2020 (1 year)

Evolution Financial

2018 - 2019 (1 year)

Morgan Stanley

2018 - 2019 (1 year)

Morgan Stanley Private Bank, N.A

2014 - 2018 (4 years)

Bbva Securities Inc

2014 - 2018 (4 years)

Bbva Compass Insurance Agency, Inc

2012 - 2018 (6 years)

Compass Bank

Disclosures

Anthony Colunga has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Richard Glass
San Diego, CA
Paul Baader
Hunt Valley, MD
Katherine Stevick
Fayetteville, NC
April Romero
Virginia Beach, VA
Christopher Lee
Fort Lauderdale, FL
Daniel Mckeever
Lancaster, PA
Tyler Camp
Birmingham, AL
Donald Gretta
Center Valley, PA

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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