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Patricia Carla Howard

Investment adviser representative at MML Investors Services, LLC
12 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

12 years in the industry.

  1. MML Investors Services, LLCJun 2026 to now
  2. Massmutual Life Insurance CompanyJun 2026 to now
  3. Plexus WorldwideMar 2014 to now
  4. Kestra Investment Services, LLCNov 2024 to May 2026
  5. Gary D Nelson Associates dba Nelson ConnectsDec 2018 to May 2024
  6. ProsumFeb 2018 to Nov 2018
  7. EmploybridgeApr 2014 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8003723
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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