Paul Herzog, financial advisor Metamora IL
93 score

Paul Herzog

CRD Number: 1126622
Current Firm: Mml Investors Services, LLC

Paul Herzog (CRD# 1126622) is an Investment Advisor Representative working at Mml Investors Services, LLC in Metamora, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Springfield, MA Jul 1983 - Current 33
Mml Investors Services, Inc. Metamora, IL Jul 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Paul H. Herzog
Phone Number: (413)737-8400
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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