April
Romero

Mml Investors Services, LLC

CRD#5847798
Investment Advisor
in Virginia Beach, VA

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About this Advisor

April Romero is a financial advisor whose office is in Virginia Beach, Virginia. Currently a registered advisor with Mml Investors Services, LLC, Romero has 10 years of experience as a registered investment advisor. Romero maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Romero can work with clients based out of Virginia. Their career trajectory has included roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Laroche Financial/Massachusetts Mutual Life Insurance Company, Stephens & Laroche Financial Partners/Massachusetts Mutual Life, Laroche Wealth Management/Massachusetts Mutual Life Insurance Co and Homemaker. Mml Investors Services, LLC is based out of Virginia Beach, Virginia, and has 1,335 locations in the nation. In aggregate, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 client accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC offers 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

Years of Experience

10 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

222 Central Park Ave. Suite 1100
Virginia Beach, VA 23462

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

VA Average: 118
Total Number of Accounts

206,878

VA Average: 4,567
Average Account Size

$191,239

VA 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

April Romero Work History

April has 10 years of experience.

2017 - Present (5 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Laroche Wealth Management/Massachusetts Mutual Life Insurance Co

2012 - 2016 (4 years)

Stephens & Laroche Financial Partners/Massachusetts Mutual Life

2010 - 2012 (2 years)

Laroche Financial/Massachusetts Mutual Life Insurance Company

2010 - 2010 (< 1 year)

Homemaker

Disclosures

April Romero has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Pete Bouros
Chicago, IL
Evan Cleary
Newtown Square, PA
Brett Laferrera
Tuscaloosa, AL
Connor Iarussi
Marlton, NJ
Robert Boyer
Holyoke, MA
Jennifer Funk
Cincinnati, OH
John Demarinis
Greenvale, NY
William Franks
Atlanta, GA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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