Paul Felix, financial advisor Bala Cynwyd PA

Paul Felix

CRD Number: 4323050
Current Firm: Mml Investors Services, LLC

Paul Felix (CRD# 4323050) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bala Cynwyd, PA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Inc. Bala Cynwyd, PA Aug 2009 - Current 14
Massmutual Bala Cynwyd, PA Jul 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Paul J. Felix
Phone Number: (413)737-8400
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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