Luis Saucedo, financial advisor Chula Vista CA

Luis Saucedo

CRD Number: 3162480
Current Firm: Mml Investors Services, LLC

Luis Saucedo (CRD# 3162480) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chula Vista, CA and has over 25 years of experience in the finance industry.

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The Wealth Consulting Group
Company Name Location Dates Years
Massmutual Springfield, MA Aug 2021 - Current 2
Mml Investors Services Newport Beach, CA Apr 2016 - Current 7
Capstone Partners Financial And Insurance Services,llc Newport Beach, CA Apr 2016 - Aug 2021 5
Freeway Insurance Services Huntington Beach, CA Nov 2014 - Mar 2016 1
Massmutual San Diego La Jolla, CA Apr 2015 - Feb 2016 < 1
Mml Investors Services LLC La Jolla, CA Aug 2013 - Feb 2016 2
Massmutual Life Insurance Company La Jolla, CA Jul 2013 - Feb 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Luis R. Saucedo
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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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