Timothy
Smith
Mml Investors Services, LLC
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About this Advisor
Timothy Smith is a financial advisor based in Oklahoma City, Oklahoma, who has 1 year of industry experience. Smith is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Principal Life Insurance Company, Princor Financial Services Corporation, New York Life Insurance Co, Nylife Securities LLC, Massmutual Life Insurance Company and Mml Investors Services, LLC. Smith has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oklahoma. Mml Investors Services, LLC is a company 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 handles $59 billion in assets under management among its 326,297 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC provides a number 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 for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC can 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
Timothy Smith Work History
Timothy has been registered as a financial advisor for 1 years.*
Massmutual Life Insurance Company
Mml Investors Services, LLC
New York Life Insurance Co
Nylife Securities LLC
Principal Life Insurance Company
Princor Financial Services Corporation
*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 Timothy Smith 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
Warren, NJ
La Jolla, CA
Chesterfield, MO
Dallas, TX
Springfield, MA
Dallas, TX
Seattle, WA
Dallas, TX
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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