Joe Lee
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- MML Investors Services, LLCAug 2021 to now
- MassmutualAug 2021 to now
- Wells Fargo Clearing Services, LLCApr 2020 to Jul 2021
- UnemployedAug 2019 to Apr 2020
- Raymond James Financial Services,incFeb 2019 to Jul 2019
- Raymond James & AssociatesFeb 2019 to Mar 2019
- Transamerica Financial Advisors, IncMar 2018 to Feb 2019
- World Financial Group, Inc.Feb 2018 to Feb 2019
- UnemployedNov 2017 to Feb 2018
- Gf Investment Services LLCOct 2015 to Nov 2017
- Global Financial Private Capital, LLCOct 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2480725
- Firm CRD
- 10409