Edgar Francis Whitmore

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

• 04/2008 → Present
  Mass Mutual Dba Tag Financial & Insurance Services
  Los Angeles, CA
• 05/2008 → Present
  Mml Investors Svcs Inc. Dba Tag Financial & Insurance Svcs
  Los Angeles, CA

Previous Registrations

• 2012-01-12 → 2012-03-19
  Lenox Advisors, Inc.
  New York, NY
  Los Angeles, CA

Other Businesses

NAME: EDGAR F. WHITMORE III INV REL: Y ADD: 444 S. FLOWER STREET SUITE 4200 LOS ANGELES, CA 90071NATURE: NON-MMLIA INSURANCE POSITION: AGENT START DATE: 2005 HR/MO: 5 HR/MO DURING SEC TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2007-01-22
• S63 Uniform Securities Agent State Law Examination
  1993-05-24

Designations

• Chartered Financial Consultant

Other Names

• Edgar Francis Iii Whitmore