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Kyle J Kirkham

Investment adviser representative at MML Investors Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

14 years in the industry.

  1. Massmutual Life Insurance CompanyApr 2025 to now
  2. MML Investors Services, LLCApr 2025 to now
  3. Bank of America, N.A.Sep 2024 to Apr 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Apr 2025
  5. UnemployedJan 2024 to Jul 2024
  6. Charles Schwab & Co., Inc.Jun 2019 to Jan 2024
  7. Charles Schwab BankJun 2019 to Jan 2024
  8. TD AmeritradeDec 2012 to Jun 2019
  9. TD Ameritrade Investment Management, LLCDec 2012 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
5221648
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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