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Christopher Lu

Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. MML Investors Services, LLCOct 2024 to now
  2. Lenox Advisors, Inc.Oct 2024 to now
  3. Massmutual Life Insurance CoOct 2024 to now
  4. UnemployedJul 2023 to Oct 2024
  5. Epic SystemsAug 2022 to Jun 2023
  6. University of Southern CaliforniaJul 2018 to May 2022
  7. Troy High SchoolJul 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7982846
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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