Lance Steven Lichorat

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

• 11/2011 → 03/2017
  Metlife Securities Inc
  New York, NY
• 07/2016 → Present
  Massmutual Life Insurance Co
  Ponte Verda, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Ponte Verda, FL

Other Businesses

(1)NAME: LANCE LICHORAT INV REL: Y ADDR:425 Town Plaza Ave, Ponte Vedra, FL, USA, 32081 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 4/13 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE/ACCIDENT/HEALTH, Fixed Annuities (2) NAME: 3S WEALTH LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC FOR TAX PURPOSES POSITION: OWNER START DATE: 03/01/2022 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MANAGE MY PRACTICE

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-23
• S63 Uniform Securities Agent State Law Examination
  2011-08-26

Other Names

• Lance Lichorat