Best Investors Account Sign in

Jacob Robert Lanford

Mml Investors Services, LLC

Monkton, MD

Hunt Valley, MD

CRD 5190624

Claim This Profile
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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-05-02
MD RA APPROVED 2007-03-14
  • TX RA
    APPROVED_RES
    Since 2013-05-02
  • MD RA
    APPROVED
    Since 2007-03-14

Branch Locations

Monkton, MD • United States

11350 Mccormick Road Executive Plaza Iv, Suite 200, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Hunt Valley MD 02/2007 Present
Mml Investors Services, Llc Hunt Valley MD 02/2007 Present
Other Businesses

(1) NAME: JACOB LANFORD/LENOX ADVISORS INC INV REL: Y ADDR:11350 MC CORMICK RD EXEXC PLAZA IV SUITE 200 HUNT VALLEY MD 21031 NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY INCOME, AND LONGTERM CARE, POSITION: SALES/AGENT START:10/29/2014 NO HR/MO:20 HR/MO DUR TRADING: 20 (2) NAME: DON’T WALK BY LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: COMPANY HELPS HOMELESS INDIVIDUALS AND VETERANS, POSITION: OWNER AND OPERATOR, START DATE: 05/14/2026, NO. HR/MO: 10, NO. HR/MO DURING SEC TRADING: 0, DUTIES: ASSIST HOMELESS INDIVIDUALS AND VETERANS BY PROVIDING ASSISTANCE WITH FOOD, CLOTHING, TEMPORARY HOUSING AND HELP THEM SEEK LONG TERM SOLUTIONS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2006-12-15

View on SEC IAPD

More in Monkton, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor