Michael Lane Muncy

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

• 01/2008 → 05/2018
  Attractive Lawns
  Corsicana, TX
• 06/2018 → 06/2021
  Guardian Life Insurance Company
  Irving, TX
• 06/2019 → 06/2021
  Park Avenue Securities
  Irving, TX
• 07/2021 → Present
  Massmutual Life Insurance Co
  Dallas, TX
• 07/2021 → Present
  Mml Investors Services, Llc
  Dallas, TX

Other Businesses

NAME: MICHAEL MUNCY INV REL: Y ADD: 14241 DALLAS PKWY, #1200, DALLAS, TX 75254 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 06/20/2021 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, HEALTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-10
• S63 Uniform Securities Agent State Law Examination
  2020-05-26

Other Names

• Mike Muncy