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CFP

Kyle Kirkham

MML Investors Services, LLC
17 Years of Experience
El Cajon, CA
1 DisclosureBroker
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Kyle Kirkham is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in El Cajon, CA, with 17 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

El Cajon, CA

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History

Regulatory History (1)
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Customer Dispute
February 2024
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLC
April 2025 - Present · 1 yr 6 mos
MML Investors Services, LLCBroker
April 2025 - Present · 1 yr 6 mos
MML Investors Services, LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - April 2025 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - April 2025 · 8 mos
Charles Schwab & CO., INC.
July 2019 - January 2024 · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
July 2019 - January 2024 · 4 yrs 6 mos
TD Ameritrade, INC.Broker
January 2013 - June 2019 · 6 yrs 5 mos
TD Ameritrade Investment Management, LLC
January 2013 - June 2019 · 6 yrs 5 mos
TD Ameritrade, INC.
January 2013 - June 2019 · 6 yrs 5 mos
First Allied Securities, INC.Broker
May 2012 - January 2013 · 8 mos
Chase Investment Services CORP.Broker
April 2010 - May 2012 · 2 yrs 1 mo
Chase Investment Services CORP.
April 2010 - May 2012 · 2 yrs 1 mo
Wells Fargo Investments, LLC
December 2006 - October 2008 · 1 yr 10 mos
Wells Fargo Investments, LLCBroker
November 2006 - October 2008 · 1 yr 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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