George Luis Chavez
Investment adviser representative at MML Investors Services, LLC
17 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- MML Investors Services, LLCJul 2026 to now
- Massmutual Life Insurance Co.Jul 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Apr 2026
- JPMorgan ChaseAug 2013 to Mar 2020
- Chavez Property ManagementJun 2009 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2402190
- Firm CRD
- 10409