David Balkcom
Investment adviser representative at MML Investors Services, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$115.6BFirm assets
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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.
- Massmutual Life Insurance CoSep 2025 to now
- MML Investors Services, LLCSep 2025 to now
- Equity Services, Inc. - Wealthbridge Financial GroupJan 2023 to Sep 2025
- National Life Group - Wealthbridge Financial GroupOct 2022 to Sep 2025
- New York Life Insurance CoAug 2022 to Dec 2022
- Nylife Securities LLCMay 2022 to Dec 2022
- Harrison Chen Dds Upper Eastside, P.C.Nov 2021 to Jul 2022
- Prepared FindAug 2009 to Jul 2022
- Joseph T. Hung, Dmd, Mmsc, P.C.Aug 2009 to Nov 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3131604
- Firm CRD
- 10409