Payton Whalen (CRD# 7180127) is an Investment Advisor Representative working at Mml Investors Services, LLC in Park City, UT and has over 2 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Park City, UT | Sep 2023 - Current | < 1 |
| Massmutual Life Insurance Company | Park City, UT | Sep 2023 - Current | < 1 |
| Pruco Securities LLC | South Jordan, UT | Jun 2023 - Aug 2023 | < 1 |
| Unemployed | Salt Lake City, UT | Mar 2023 - Jun 2023 | < 1 |
| Hopkins Brewing Company | Salt Lake City, UT | Mar 2022 - Mar 2023 | 1 |
| Fidelity Investments | Salt Lake City, UT | Sep 2021 - Jan 2023 | 1 |
| Unemployed | Brewster, MA | May 2021 - Sep 2021 | < 1 |
| The Carrick Group LLC | Brewster/dennis, MA | Jun 2020 - May 2021 | < 1 |
| Big Bear Mountain Resort | Big Bear Lake, CA | Nov 2020 - Apr 2021 | < 1 |
| Mml Investors Services, LLC | Colchester, VT | Sep 2019 - Jul 2020 | < 1 |
| University Of Vermont | Burlington, VT | Sep 2016 - May 2020 | 3 |
| Pokeworks | Burlington, VT | Sep 2018 - Sep 2019 | 1 |
| Cape Cod National Golf Course | Brewster, MA | Jun 2012 - Sep 2019 | 7 |
| University Of Vermont | Burlington, VT | Jan 2019 - May 2019 | < 1 |
| Bluefins Sushi And Sake Bar | Chatham, MA | Nov 2017 - Aug 2018 | < 1 |
| Hole In One Breakfast Cafe | Orleans, MA | Nov 2017 - Feb 2018 | < 1 |
| South Warf Yacht Yard | New Bedford, MA | May 2017 - Sep 2017 | < 1 |
| Nauset Middle/high School | Brewster, MA | Sep 2010 - May 2016 | 5 |
| Eastward Ho! Country Club | Chatham, MA | Apr 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- UT
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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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