David Obrien, financial advisor Seven Fields PA
96 score

David Obrien

CRD Number: 1810286
Current Firm: Mml Investors Services, LLC

David Obrien (CRD# 1810286) is an Investment Advisor Representative working at Mml Investors Services, LLC in Seven Fields, PA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Seven Fields, PA Mar 1988 - Current 28
Massmutual Life Insurance Company Seven Fields, PA Jan 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Contact Info for David L. Obrien
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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