Carolyn Burgin, financial advisor Peachtree Corners GA

Carolyn Burgin

CRD Number: 6872536
Current Firm: Mml Investors Services, LLC

Carolyn Burgin (CRD# 6872536) is an Investment Advisor Representative working at Mml Investors Services, LLC in Peachtree Corners, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Peachtree Corners, GA Jan 2020 - Current < 1
Massmutual Life Insurance Co Peachtree Corners, GA Nov 2019 - Current 1
Axa Advisors LLC Atlanta, GA Nov 2017 - Nov 2019 2
Fine Spec Home Inspection Fayetteville, GA Dec 1994 - Aug 2017 22
Iona Fine Art And Design Gallery Atlanta, GA Jun 2000 - Jun 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Carolyn Burgin
Phone Number: (413)737-8400
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
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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