Andrea June Morris
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- MML Investors Services, LLCJan 2025 to now
- Massmutual Life Insurance CoJan 2025 to now
- UnemployedNov 2023 to Jan 2025
- Edward JonesSep 2022 to Nov 2023
- UnemployedSep 2021 to Aug 2022
- LPL Financial LLCMar 2016 to Sep 2021
- First Midwest BankMay 2015 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5724074
- Firm CRD
- 10409