Lu Song
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- Massmutual Life Insurance CoApr 2025 to now
- MML Investors Services, LLCApr 2025 to now
- Morgan StanleyMay 2022 to Mar 2025
- HomemakerJan 2021 to Apr 2022
- Jinma USAJul 2020 to Dec 2020
- HomemakerApr 2018 to Jun 2020
- BrillianttsNov 2017 to Mar 2018
- ProofAug 2017 to Nov 2017
- HomemakerJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6164737
- Firm CRD
- 10409