Franklin Jordan Taylor

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

Authority	Category	Status	Date
CA	RA	APPROVED	1999-02-08

CA RA
APPROVED

Since 1999-02-08

Branch Locations

Sherman Oaks, CA • 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

Organization	City	State	From	To
Mml Investors Services, Inc.	Sherman Oaks	CA	07/1984	Present
Massmutual Life Insurance Company	Sherman Oaks	CA	01/1984	Present

07/1984 → Present

Mml Investors Services, Inc.

Sherman Oaks, CA
01/1984 → Present

Massmutual Life Insurance Company

Sherman Oaks, CA

Other Businesses

NAME: FRANKLIN J. TAYLOR INSURANCE & FINANCIAL SERVICES INV REL: Y ADD: 5062 RANCHITO AVENUE SHERMAN OAKS CA 91424 NATURE: INSURANCE POSITION: AGENT START DATE: 1/84 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LIFE, DI ;TC AND GROUP INSURANCE (2) NAME: FAMILY AND BUSINESS SUCCESS PLANNING SERVICES INV REL: Y ADD: 5062 RANCHITO AVENUE SHERMAN OAKS CA 91424 NATURE: CONSULTANT SERVICES POSITION: OWNER START DATE: 2014 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: INCLUDES SUCCESSION PLANNING, HELPING FAMILIES TRANSITION TO THE GENERATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-01-30

S66 Uniform Combined State Law Examination

1999-01-30

View on SEC IAPD