James Alfred Adlam

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

• 11/1989 → Present
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 12/1989 → Present
  Mml Investors Services, Inc.
  Horsham, PA

Other Businesses

JAMES A ADLAM, JR,INSURANCE AGENT..INV.REL: YES..ADDR: 525 CEDAR HILL RD., AMBLER, PA 19002..NATURE: INSURANCE SALES..POSTION: AGENT/BROKER...START: 1/1980..HRS/MO: 4-8..HRS/TRADING: <2..DUTIES: SALES & SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS..

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-20

Designations

• Chartered Financial Consultant

Other Names

• James Alfred Jr Adlam
• Jim Adlam