William Walker Heath
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$115.6BFirm assets
Are you William Walker Heath? 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.
- MML Investors Services, LLCMar 2020 to now
- Massmutual Life Insurance CoMar 2020 to now
- The CitadelAug 2017 to May 2020
- Water's EdgeJul 2016 to Aug 2019
- Mount Pleasant SeafoodJun 2016 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7242332
- Firm CRD
- 10409