Jeffrey
Cummins

Mml Investors Services, LLC

CRD#4495367
Investment Advisor
in Dallas, TX
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About this Advisor

Jeffrey Cummins is a certified financial planner whose office is in Dallas, Texas. Currently a registered financial advisor at Mml Investors Services, LLC, Cummins has 16 years of professional experience in the financial advisory industry. Cummins has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Cummins is able to work with clients based out of Texas. Over the course of their career, they have held roles at Massmutual Life Insurance Company and Mml Investors Services. Mml Investors Services, LLC is headquartered in Dallas, Texas, and operates out of 1,335 additional locations across the United States. As a company, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 accounts and employs more than 8,095 people. The firm's total assets under management places it among the largest firms in the United States. 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 66, Certified Financial Planner

Years of Experience

16 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

Jeffrey Cummins Work History

Jeffrey has 16 years of experience.

2002 - Present (17 years)

Massmutual Life Insurance Company

2002 - Present (17 years)

Mml Investors Services

Disclosures

Jeffrey Cummins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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