Jaime
Galvan

Mml Investors Services, LLC

CRD#2897783
Investment Advisor
in Dallas, TX
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About this Advisor

Jaime Galvan is a certified financial planner based out of Dallas, Texas, who has been in the industry for 19 years. Galvan is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at Massachusetts Mutual Life Ins. Co, Mml Investors Services, Inc and Spectrum Strategies, L.L.C. Galvan holds a Series 63 license, qualifying them as a securities agent, and is approved to work in Texas. Mml Investors Services, LLC is a firm that has its headquarters in Dallas, Texas. The investment advisory business has offices in 1,335 locations and a total of 8,095 advisors. It manages $29 billion in assets between its 238,365 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 512 charitable organizations. Mml Investors Services, LLC performs a diverse range 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC can be comprised of 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

13455 Noel Road 20Th Floor
Dallas, TX 75240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

TX Average: 118
Total Number of Accounts

238,365

TX Average: 4,567
Average Account Size

$120,232

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

Jaime Galvan Work History

Jaime has 19 years of experience.

1999 - Present (20 years)

Massachusetts Mutual Life Ins. Co

1999 - Present (20 years)

Mml Investors Services, Inc

1999 - Present (20 years)

Spectrum Strategies, L.L.C

Disclosures

Jaime Galvan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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