Leann
Price

Mml Investors Services, LLC

CRD#6726117
Investment Advisor
in Seattle, WA

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About this Advisor

Leann Price is an advisor who works in Seattle, Washington. Currently a registered advisor at Mml Investors Services, LLC, they have accrued 10 years of professional experience as a financial advisor. Price holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Price can advise clients based out of Washington. Their career trajectory has included roles at Massmutual Life Insurance, Mml Investors Services, LLC, Seattle Jobs Initiative, The Smith Richards Group/Massmutual and International Rescue Committee. Mml Investors Services, LLC is headquartered in Seattle, Washington, and has 1,335 additional brick-and-mortar locations in the country. Overall, Mml Investors Services, LLC manages $40 billion in assets throughout 206,878 client accounts and employs more than 7,471 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can offer 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's fees may include 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

701 Fifth Avenue Suite 1100
Seattle, WA 98104

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

WA Average: 118
Total Number of Accounts

206,878

WA Average: 4,567
Average Account Size

$191,239

WA 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

Leann Price Work History

Leann has 10 years of experience.

2019 - Present (3 years)

Massmutual Life Insurance

2019 - Present (3 years)

Mml Investors Services, LLC

2016 - Present (6 years)

The Smith Richards Group/Massmutual

2015 - 2016 (1 year)

Seattle Jobs Initiative

2011 - 2015 (4 years)

International Rescue Committee

2010 - 2011 (1 year)

International Rescue Committee

Disclosures

Leann Price has no 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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