Beth Lynn Bohara

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

• 01/2016 → 01/2025
  Musc Shawn Jenkins Childrens Hospital
  Charleston, SC
• 11/2023 → 04/2025
  Northwestern Mutual Life Insurance Company
  Charleston, SC
• 12/2023 → 04/2025
  Northwestern Mutual Investment Services Llc
  Charleston, SC
• 02/2024 → 04/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → 01/2025
  Medical University Of South Carolina - Sjch An East Cooper Entit
  Charleston, SC
• 04/2025 → Present
  Massmutual Life Insurance Co.
  Mount Pleasant, SC
• 04/2025 → Present
  Mml Investors Services Llc.
  Mount Pleasant, SC

Other Businesses

(1) NAME: BETH BOHARA INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 5/12/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, DI, LTC AND FIXED ANNUITIES. (2) NAME: LMP CONSULTING LLC, DBA ELEVATE STRATEGY AND CONSULTING, INV REL:Y ADDR: 20733 LAGOONA DRIVE, CORNELIUS NC 28031, NATURE:CONSULTING, POSITION: CONSULTANT, START: 2/10/2026, NO HR/MO: 10 NO HR/MO DUR TRADING:0 DUTIES: COACHING AND MENTORING OTHER BUSINESS PROFESSIONALS ON BUSINESS AND PROFESSIONAL GROWTH. (3) NAME: EBSCOHOST DYNAMIC HEALTH INV REL: N ADD: 10 ESTES STREET, IPSWICH MA 01938 NATURE: CONTACT MEDICAL WRITING POSITION: CLINICAL WRITER START DATE: 04/2026 NO. HR/MO: 16 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: WRITE NEW SKILL CONTENT AND REVIEW CURRENT SKILLS PROTOCOLS TO MAKE SURE UP TO DATE WITH CURRENT CLINICAL RESEARCH (NURSING FOCUSED) (4)NAME:CHARLESTON COUNTY SCHOOL DISTRICT, INV REL: N ADDR: 75 CALHOUN ST, CHARLESTON SC 29401 NATURE: SUBSTITUTE SCHOOL RN, POSITION: SCHOOL NURSE SUBSTITUTE, START: AUGUST 2026, NO HR/MO: 8 NO HR/MO DUR TRADING: 8 DUTIES: STUDENT MEDICAL CARE.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-11
• S63 Uniform Securities Agent State Law Examination
  2024-01-20

Other Names

• Beth Lynn Urbanski
• Beth Lynn Urbanski
• Beth Bohara
• Beth Bohara