Cole
Pine

Mml Investors Services, LLC

CRD#7131145
Investment Advisor
in Vancouver, WA

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About this Advisor

Cole Pine is a financial advisor working out of Vancouver, Washington who has 2 years of relevant experience. Pine is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at La Salle Prep, Foster Feed And Garden, Panera Bread, Gameday Media, Student, Taylormade Graphics, Osu Foundation, Pacific Capital Resource Group, Oregon State University, Lodge At Cascade Brewing, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Massmutual Life Insurance Company, Mml Investors Services LLC and Hornor, Townsend & Kent, LLC. Pine maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Washington. Mml Investors Services, LLC is a financial advisory company that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 financial advisors. It controls $59 billion in total assets among its 326,297 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 447 charitable organizations. The company offers a number 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 advice typically vary depending on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

1220 Main St Suite 400
Vancouver, WA 98660

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

WA Average: 118
Total Number of Accounts

326,297

WA Average: 4,567
Average Account Size

$180,164

WA 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

Cole Pine Work History

Cole has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Massmutual Life Insurance Company

2021 - Present (3 years)

Mml Investors Services LLC

2020 - 2020 (< 1 year)

Oregon State University

2020 - 2020 (< 1 year)

Oregon State University

2020 - 2020 (< 1 year)

Lodge At Cascade Brewing

2020 - 2021 (1 year)

Northwestern Mutual Life Insurance Company

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2019 - 2019 (< 1 year)

Pacific Capital Resource Group

2019 - 2019 (< 1 year)

Hornor, Townsend & Kent, LLC

2019 - 2019 (< 1 year)

Hornor, Townsend & Kent, LLC

2018 - 2018 (< 1 year)

Gameday Media

2018 - 2018 (< 1 year)

Taylormade Graphics

2018 - 2019 (1 year)

Osu Foundation

2017 - 2017 (< 1 year)

Gameday Media

2016 - 2016 (< 1 year)

Panera Bread

2016 - 2018 (2 years)

Student

2015 - 2016 (1 year)

La Salle Prep

2014 - 2015 (1 year)

Foster Feed And Garden

2010 - 2014 (4 years)

La Salle Prep

*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 Cole Pine 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

Joshua Jenkins
Kennett Square, PA
Gaston De La Torre
Vancouver, WA
David Samuelsen
Springfield, MA
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
Bryce Schafer
Mechanicsburg, PA
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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