Julia Mclaughlin Perry
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- MML Investors Services, LLCJan 2025 to now
- Massmutual Life Insurance CoDec 2024 to now
- UnemployedMay 2024 to Dec 2024
- Boxer Property ManagementApr 2023 to May 2024
- UnemployedMay 2022 to Apr 2023
- Southern Methodist UniversityAug 2018 to May 2022
- UnemployedJan 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8027186
- Firm CRD
- 10409