Mml Investors Services, LLC
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About this Advisor
Todd Holt is a certified financial planner and chartered financial consultant based in Austin, Texas, who has been in the industry for 27 years. Holt is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Massachusetts Mutual Life Ins. Co and Mml Investors Services, Inc. Holt has a Series 63 license, certifying them as a securities agent, and can advise clients in Texas. Mml Investors Services, LLC is an advisory business that has its headquarters in Austin, Texas. The company has offices in 1,335 locations and a total of 8,095 people on staff. It controls $29 billion in assets between its 238,365 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 512 charities and foundations. The business performs a wide array 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 management depend on the type of services offered. Fee types charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Todd Holt Work History
Todd has 27 years of experience.
Massachusetts Mutual Life Ins. Co
Mml Investors Services, Inc
Todd Holt has no disclosures.
Please visit their SEC profile for more details.