Cole
Crocker

Mml Investors Services, LLC

CRD#6954774
Investment Advisor
in Franklin, TN

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About this Advisor

Cole Crocker is a financial advisor working in Franklin, Tennessee with 3 years of relevant experience. Crocker is an advisor for Mml Investors Services, LLC. Over the course of their career, they have held roles at Securian Financial Services Inc, Minnesota Life Insurance Company, Renaissance Financial Corp, Rolling River Pool, Sls Services, Ace Hardware, Kyani, Sunrise Contracting, Hamby Farms, Continuum Planning Partners, More Life Outdoor Services, Father Ryan High School, Murray State University, Massmutual Life Insurance and Mml Investors Services, LLC. Crocker maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee and Texas. Mml Investors Services, LLC is an advisory company that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in assets across its 326,297 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 447 charities and foundations. The company performs 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. Financial advisory fees vary depending on which services the firm provides the client. Fees charged by Mml Investors Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3401 Mallory Lane Suite 220
Franklin, TN 37067

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

TN Average: $16,012,751,954
Total Number of Employees

7,379

TN Average: 118
Total Number of Accounts

326,297

TN Average: 4,567
Average Account Size

$180,164

TN Average: $3,506,186

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

Cole Crocker Work History

Cole has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Massmutual Life Insurance

2020 - Present (4 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Murray State University

2020 - 2020 (< 1 year)

Securian Financial Services Inc

2020 - 2020 (< 1 year)

Minnesota Life Insurance Company

2020 - 2020 (< 1 year)

Renaissance Financial Corp

2018 - 2018 (< 1 year)

Continuum Planning Partners

2016 - 2016 (< 1 year)

Kyani

2016 - 2016 (< 1 year)

Sunrise Contracting

2016 - 2017 (1 year)

Hamby Farms

2016 - 2020 (4 years)

More Life Outdoor Services

2015 - 2015 (< 1 year)

Sls Services

2015 - 2016 (1 year)

Ace Hardware

2014 - 2014 (< 1 year)

Rolling River Pool

2012 - 2016 (4 years)

Father Ryan High School

*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 Cole Crocker 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

Stephen Bishop
Bethlehem, PA
Jameson Lett
Dublin, OH
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

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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