Joseph Mundy Rhyne

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

• 03/1996 → Present
  Mml Investors Services, Llc
  Lincolnton, NC
• 03/1996 → Present
  Massmutual Life Insurance Company
  Lincolnton, NC

Other Businesses

(1)NAME: RYHNE PROPERTIES, LLC INV REL: Y ADDR: 218 WEST MAIN STREET, LINCOLNTON, NC 28092, NATURE: REAL ESTATE POSITION: OWNERSHIP START: 2011 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (2)NAME: RYHNE FINANCIAL LLC, INV REL: Y, ADDR: 218 WEST MAIN STREET, LINCOLNTON, NC 28092, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 4/15/2024, NO. HR/MO: 160, NO. HR/MO DURING SEC TRADING: 8

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-26
• S63 Uniform Securities Agent State Law Examination
  1993-05-05

Designations

• Certified Financial Planner

Other Names

• Jody Rhyne
• Joseph Mundy Iii Rhyne