David Balkcom

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

• 11/2021 → 07/2022
  Harrison Chen Dds Upper Eastside, P.C.
  New York, NY
• 08/2009 → 07/2022
  Prepared Find
  New York, NY
• 08/2009 → 11/2021
  Joseph T. Hung, Dmd, Mmsc, P.C.
  New York, NY
• 08/2022 → 12/2022
  New York Life Insurance Co
  Lake Success, NY
• 05/2022 → 12/2022
  Nylife Securities Llc
  Lake Success, NY
• 01/2023 → 09/2025
  Equity Services, Inc. - Wealthbridge Financial Group
  New York, NY
• 10/2022 → 09/2025
  National Life Group - Wealthbridge Financial Group
  New York, NY
• 09/2025 → Present
  Mml Investors Services, Llc
  Elmsford, NY
• 09/2025 → Present
  Massmutual Life Insurance Co
  Elmsford, NY

Previous Registrations

• 2023-01-31 → 2025-09-26
  Equity Services, Inc.
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-10

Designations

• Chartered Financial Analyst

Other Names

• David Alan Balkcom