Coleman
Barron

Mml Investors Services, LLC

CRD#6206238
Investment Advisor
in Memphis, TN

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About this Advisor

Coleman Barron is a financial advisor operating out of Memphis, Tennessee, who has been in the advisory business for 10 years. Barron is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Barron has held roles at University Of North Alabama, New England Securities, Metlife Securities Inc, Massmutual Life Insurance Co and Mml Investors Services, LLC. Barron has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Tennessee and Texas. Mml Investors Services, LLC is a company that has its headquarters in Memphis, Tennessee. The company has offices in 1,155 locations and a total of 7,620 employees. It controls $63 billion in assets between its 287,089 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 384 charities and foundations. Mml Investors Services, LLC performs a broad set 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 management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Disclosures

No

Office Location

949 Shady Grove Rd S Ste 300
Memphis, TN 38120

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

TN Average: 118
Total Number of Accounts

287,089

TN Average: 4,567
Average Account Size

$219,257

TN Average: $3,506,186

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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

Coleman Barron Work History

Coleman has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities Inc

2014 - 2014 (< 1 year)

New England Securities

2012 - 2014 (2 years)

University Of North Alabama

Disclosures

Coleman Barron has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Andre Duplessis
Denver, CO
Jesse Israel
Los Angeles, CA
Keith Courser
Tucson, AZ
Pedro Lugo
Orlando, FL
George Lee
Colchester, VT
Andrew Reese
Fort Lauderdale, FL
Claire Williams
Boston, MA
Richardson Hendee
Guilford, CT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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