Joseph Brett Richards
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$115.6BFirm assets
Are you Joseph Brett Richards? Claim your profile
Contact this firm
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
10 years in the industry.
- Massmutual Life Insurance CoJan 2026 to now
- MML Investors Services, LLCJan 2026 to now
- UnemployedAug 2025 to Jan 2026
- Financial Consultants Group, Inc.Jun 2025 to Aug 2025
- UnemployedFeb 2025 to Jun 2025
- Signature FdJul 2024 to Feb 2025
- UnemployedDec 2023 to Jul 2024
- TruistSep 2022 to Dec 2023
- Ardent TrustFeb 2020 to Sep 2022
- InvestperityNov 2016 to Feb 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5884029
- Firm CRD
- 10409