Evan
Mcdaniel
Mml Investors Services, LLC
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About this Advisor
Evan Mcdaniel is a certified financial planner based in Dallas, Texas, who has been in the financial industry for 12 years. Mcdaniel is an employee of Mml Investors Services, LLC. Throughout their career, they have worked at Quiznos, University Of North Texas, Massmutual Life Insurance Co and Mml Investors Services LLC. Mcdaniel holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Mml Investors Services, LLC is a registered investment company that has its headquarters in Dallas, Texas. It has offices in 1,155 locations and a total of 7,620 advisors. It controls $63 billion in assets under management among its 287,089 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 384 charities and foundations. The business performs a diverse set 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 charged by financial advisors typically are based on which services are offered. However, fees charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Mml Investors Services, LLC Brokerage Details
$62,946,222,947
7,620
287,089
$219,257
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Evan Mcdaniel Work History
Evan has 12 years of experience.
Mml Investors Services LLC
Massmutual Life Insurance Co
University Of North Texas
Quiznos
Disclosures
Evan Mcdaniel has no disclosures.
Please visit their SEC profile for more details.
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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.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.