Gary
Roberts
Mml Investors Services, LLC
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About this Advisor
Gary Roberts is a chartered financial consultant based in Lincoln, Nebraska with 16 years of relevant experience. Roberts currently works for Mml Investors Services, LLC. Over the course of their career, they have held roles at Mass Mutual Life Insurance Company and Mml Investors Services. Roberts holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Mml Investors Services, LLC is an advisory company operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 people on staff. It controls $59 billion in total assets among its 326,297 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 447 charities and foundations. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Mml Investors Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gary Roberts Work History
Gary has been registered as a financial advisor for 16 years.*
Mass Mutual Life Insurance Company
Mml Investors Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
Dallas, TX
Exton, PA
Warren, NJ
Lehi, UT
Sarasota, FL
Charlotte, NC
Springfield, MA
Chesterfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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