Marcie
Plumbtree
Mml Investors Services, LLC
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About this Advisor
Marcie Plumbtree is a financial advisor working in Oklahoma City, Oklahoma who has 4 years of industry experience. Plumbtree is an advisor for Mml Investors Services, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Massmutual Life Ins Co and Mml Investors Services, LLC. Plumbtree holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Oklahoma and Texas. Mml Investors Services, LLC is a firm that has its headquarters in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 people on staff. It controls $59 billion in assets among its 326,297 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC offers a diverse assortment of services, including 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC may include 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
Marcie Plumbtree Work History
Marcie has been registered as a financial advisor for 4 years.*
Mml Investors Services, LLC
Massmutual Life Ins Co
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Marcie Plumbtree 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
Bethlehem, PA
Dublin, OH
Dallas, TX
Springfield, MA
Lake Oswego, OR
Tampa, FL
Dallas, TX
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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