Brian LubelCRD Number: 5495716
Current Firm: Mml Investors Services, LLC
Brian Lubel (CRD# 5495716) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orlando, FL and has over 9 years of experience in the finance industry. Brian Lubel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Massachusetts Mutual Life Insurance Company||Tampa, FL||Sep 2014 - Current||3|
|Mml Investors Services||Tampa, FL||Sep 2014 - Current||3|
|Northwestern Mutual Investment Services, LLC||Orlando, FL||Apr 2008 - Sep 2014||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Feb 2008 - Sep 2014||6|
|Bliss Ultra Lounge||Orlando, FL||Sep 2007 - Nov 2007||< 1|
|Big Apple Consulting||Longwood, FL||May 2007 - Aug 2007||< 1|
|Rosen Centre Hotel||Orlando, FL||Apr 2004 - May 2007||3|
|Exit Real Estate||Orlando, FL||Jun 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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