Thomas Ward Naylor

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

• 05/1983 → Present
  Coordinated Planning And Design
  San Diego, CA
• 08/1983 → Present
  Guardian Life Insurance Company
  San Diego, CA
• 02/1993 → Present
  Mml Investors Services, Inc.
  San Diego, CA

Other Businesses

NAME: NORTHRUP BURDT INSURANCE SERVICES INV REL:Y ADD: 4275 EXECUTIVE SQUARE STE 400 LAJOLLA CA 92037 NATURE: HEALTH POSITION: SALES START DATE: 1/1/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 (2) NAME: TOM NAYLOR OREM RENTAL INVE REL: Y ADD: 588 W 1150 S OREM UT 84058 NATURE: RENTAL DUPLEX POSITION: OWNER START DATE: 1/1/2014 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-14

Designations

• Certified Financial Planner