David Sourber, financial advisor Philadelphia PA
90 score

David Sourber

CRD Number: 6071152
Current Firm: Mml Investors Services, LLC

David Sourber (CRD# 6071152) is an Investment Advisor Representative working at Mml Investors Services, LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Philadelphia, PA Oct 2017 - Current < 1
Massmutual Life Insurance Company Philadelphia, PA Oct 2017 - Current < 1
Minnesota Life Insurance Company Philadelphia, PA Jan 2017 - Sep 2017 < 1
Cri Securities, LLC Philadelphia, PA Jan 2017 - Sep 2017 < 1
Securian Financial Services, Inc. Philadelphia, PA May 2012 - Sep 2017 5
North Star Resource Group Philadelphia, PA May 2012 - Sep 2017 5
Temple University Philadelphia, PA Sep 2008 - Dec 2012 4
Bridget Foy's Restaurant Philadelphia, PA Mar 2010 - May 2012 2
Brethren Village Lancaster, PA Jan 2007 - Apr 2011 4
Manheim Township High School Lancaster, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for David S. Sourber
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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