Robert
Penn

Mml Investors Services, LLC

CRD#3225731
Investment Advisor
in Charlottesville, VA

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About this Advisor

Robert Penn is a financial advisor operating out of Charlottesville, Virginia, with 10 years of financial industry experience. Penn is an employee of Mml Investors Services, LLC. Penn has gained experience at Met Life, Assurant Employee Benefits, Allstate Financial Services LLC, Penn Financial Group, LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, Allstate Insurance Co and Allstate Financial Advisors, LLC. Penn holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Virginia. Mml Investors Services, LLC is a company based out of Charlottesville, Virginia. The company has offices in 1,335 locations and a total of 7,471 people on staff. It handles $40 billion in assets under management across its 206,878 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 254 charities and foundations. Mml Investors Services, LLC provides a number 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 advice typically depend on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

Yes

Office Location

485 Hillsdale Dr Suite 207
Charlottesville, VA 22901

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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

Robert Penn Work History

Robert has 10 years of experience.

2019 - Present (3 years)

Massmutual Life Insurance Co

2019 - Present (3 years)

Mml Investors Services LLC

2018 - 2019 (1 year)

Allstate Financial Advisors, LLC

2014 - 2019 (5 years)

Allstate Financial Services LLC

2012 - 2019 (7 years)

Penn Financial Group, LLC

2012 - 2019 (7 years)

Allstate Insurance Co

2011 - 2012 (1 year)

Met Life

2010 - 2011 (1 year)

Assurant Employee Benefits

Disclosures

Robert Penn has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kayla Moore
Kansas City, MO
Ryan Clarke
Greenvale, NY
Ryan Galloway
Newtown Square, PA
Samuel Eppy
Fort Lauderdale, FL
Christopher Nunn
Roseville, CA
Jesus Jaramillo
Scottsdale, AZ
Philip Insley
Hunt Valley, MD
John Jordan
Madison, MS

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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