Kimberly
Williams

Mml Investors Services, LLC

CRD#4261659
Investment Advisor
in Austin, TX
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About this Advisor

Kimberly Williams is a chartered financial consultant operating in Austin, Texas, with 16 years of financial industry experience. Williams is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at State Farm Vp Management Corp, State Farm Insurance, Mml Investors Services and Mass Mutual Life Insurance Company. Williams has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Texas. Mml Investors Services, LLC is an advisory company headquartered in Austin, Texas. The company has offices in 1,335 locations and a total of 8,095 advisors. It manages $29 billion in assets among its 238,365 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC offers a wide range 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 advisory services typically depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

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

Yes

Office Location

6300 Bee Cave Rd Bld 2 Ste 400
Austin, TX 78746

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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

Kimberly Williams Work History

Kimberly has 16 years of experience.

2017 - Present (2 years)

Mml Investors Services

2017 - Present (2 years)

Mass Mutual Life Insurance Company

2004 - 2016 (12 years)

State Farm Insurance

2002 - 2016 (14 years)

State Farm Vp Management Corp

Disclosures

Kimberly Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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