Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mass Mutual Investors Services
Location
Lehi, UT 84048
Credentials
Series 66
Industry experience
1 year
Based on Mass Mutual Investors Services
2901 West Blue Grass Blvd, Suite 320
Lehi, UT 84048
Texas · Utah
Mass Mutual Investors Services
2024 - Present (2 years)
MassMutual Life Insurance Company
2023 - Present (3 years)
Podium
2023 - 2023 (1 year)
LGCY Power
2022 - 2023 (1 year)
Vivint
2019 - 2022 (3 years)
Rainbow Restoration
2018 - 2019 (1 year)
Church of Jesus Christ of Later Day Saints
2016 - 2019 (3 years)
American Fork High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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