Timothy Woodlock
Investment adviser representative at MML Investors Services, LLC
17 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
17 years in the industry.
- MML Investors Services, LLCJan 2025 to now
- MassmutualJan 2025 to now
- LPL Financial LLCAug 2022 to Jan 2025
- Walmart Health Virtual CareJan 2022 to Jul 2022
- Osaic, Inc.Jun 2019 to Dec 2021
- Sagepoint FinancialJun 2019 to Dec 2021
- Bank of America, N.A.Aug 2018 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jun 2019
- Schwab Private Client Investment Advisory, Inc.May 2017 to Jul 2018
- Charles Schwab BankJul 2016 to May 2017
- Charles Schwab & Co., Inc.Dec 2009 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5741279
- Firm CRD
- 10409