Lauren Marshell, financial advisor Phoenix AZ

Lauren Marshell

CRD Number: 6053964
Current Firm: Mml Investors Services, LLC

Lauren Marshell (CRD# 6053964) is an Investment Advisor Representative working at Mml Investors Services, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Phoenix, AZ Jul 2015 - Current 8
Massmutual Life Insurance Company Phoenix, AZ May 2015 - Current 8
Voya Investments Distributor, LLC Windsor, CT May 2014 - May 2015 1
Voya Investment Management Scottsdale, AZ May 2014 - May 2015 1
Voya Investment Management Company, LLC New York, NY Apr 2013 - May 2015 2
Ing Investment Management Scottsdale, AZ Feb 2013 - May 2014 1
Ing Investments Distributor, LLC Scottsdale, AZ Feb 2013 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Lauren P. Marshell
Phone Number: (413)737-8400
Registered State(s):
  • AZ
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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