Phillip Doherty (CRD# 2627491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jupiter, FL and has over 21 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Jupiter, FL | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Co | Jupiter, FL | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | W. Palm Beach, FL | Feb 1995 - Mar 2017 | 22 |
| Metropolitan Life Insurance Company | W. Palm Beach, FL | Feb 1995 - Jul 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- FL
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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