Calvin
Young

Mml Investors Services, LLC

CRD#7319160
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Calvin Young is a financial advisor operating out of Virginia Beach, Virginia with a total of 1 year of industry experience. Young currently works for Mml Investors Services, LLC. Their career trajectory has included roles at Safe Haven Security, Affinity Integrated Solutions, Lighthouse Outreach, Broom Cleaning Services, Chick-Fil-A, Combined Insurance, Sdg Management Corp, Financial Security Management, Inc, Financial Growth Partners, Financial Security Advisory Inc, Mml Investors Services and Massmutual Life Insurance Co. Young has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Mml Investors Services, LLC is a financial advisory company that has its headquarters in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 advisors. It has $59 billion in total assets between its 326,297 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 447 charitable organizations. Mml Investors Services, LLC has 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

5544 Greenwich Rd Suite 303
Virginia Beach, VA 23462

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

VA Average: 118
Total Number of Accounts

326,297

VA Average: 4,567
Average Account Size

$180,164

VA Average: $3,506,186

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

Calvin Young Work History

Calvin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mml Investors Services

2022 - Present (2 years)

Massmutual Life Insurance Co

2019 - Present (5 years)

Safe Haven Security

2021 - 2022 (1 year)

Financial Growth Partners

2021 - 2021 (< 1 year)

Financial Security Advisory Inc

2020 - 2021 (1 year)

Financial Security Management, Inc

2018 - 2019 (1 year)

Affinity Integrated Solutions

2015 - 2018 (3 years)

Safe Haven Security

2014 - 2015 (1 year)

Lighthouse Outreach

2013 - 2014 (1 year)

Broom Cleaning Services

2013 - 2013 (< 1 year)

Chick-Fil-A

2013 - 2013 (< 1 year)

Combined Insurance

2011 - 2020 (9 years)

Sdg Management Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Calvin Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Patrick Thuecks
Dallas, TX
Tracy Brown
Austin, TX
David Samuelsen
Springfield, MA
Jeremy Harness
Chesterfield, MO
Brent Henig
Greenvale, NY
Michael Altavilla
Saratoga Springs, NY
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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