Lucas W Gifford
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- MML Investors Services, LLCMar 2023 to now
- Massmutual Life Insurance CompanyJan 2023 to now
- American Portfolios Financial Services Inc.Apr 2022 to Jun 2022
- Watertown Meat CenterSep 2020 to Apr 2021
- Sunset GrilleJul 2020 to May 2023
- Jacob Gifford & AssociatesSep 2019 to Jun 2022
- Western Connecticut State UniversitySep 2018 to May 2022
- UnemployedJan 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7544795
- Firm CRD
- 10409