Kyle J Kirkham

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 06/2019
  Td Ameritrade
  San Diego, CA
• 06/2019 → 01/2024
  Charles Schwab & Co., Inc.
  La Jolla, CA
• 06/2019 → 01/2024
  Charles Schwab Bank
  La Jolla, CA
• 07/2024 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Cajon, CA
• 01/2024 → 07/2024
  Unemployed
  El Cajon, CA
• 09/2024 → 04/2025
  Bank Of America, N.A.
  El Cajon, CA
• 04/2025 → Present
  Mml Investors Services, Llc
  San Diego, CA
• 04/2025 → Present
  Massmutual Life Insurance Company
  San Diego, CA
• 12/2012 → 06/2019
  Td Ameritrade Investment Management, Llc
  San Diego, CA

Previous Registrations

• 2024-08-28 → 2025-04-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  El Cajon, CA
• 2019-07-30 → 2024-01-10
  Charles Schwab & Co., Inc.
  La Jolla, CA
• 2013-01-10 → 2019-06-04
  Td Ameritrade, Inc.
  San Diego, CA
• 2013-01-10 → 2019-06-04
  Td Ameritrade Investment Management, Llc
  San Diego, CA
• 2010-04-12 → 2012-05-03
  Chase Investment Services Corp.
  San Diego, CA
  San Diego, CA
• 2006-12-19 → 2008-10-01
  Wells Fargo Investments, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-12-18

Designations

• Certified Financial Planner

Other Names

• Kyle James Kirkham