Blair
Rogers

Mml Investors Services, LLC

CRD#1963344
Investment Advisor
in Dallas, TX
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About this Advisor

Blair Rogers is a certified financial planner whose office is in Dallas, Texas. Currently an advisor with Mml Investors Services, LLC, they have accumulated a notable 22 years of professional experience as a registered advisor. Rogers maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Rogers can operate based out of Texas. Over the course of their career, Rogers has held roles at Summit Financial Group, Nfp Advisor Services, Mml Investors Services, LLC, Kestra Financial Services, Inc and Msi Financial. Mml Investors Services, LLC is based out of Dallas, Texas, and has 1,335 other locations in the country. Overall, Mml Investors Services, LLC manages $29 billion in assets dispersed across 238,365 client accounts and retains more than 8,095 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

Yes

Office Location

13455 Noel Road 20Th Floor
Dallas, TX 75240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

TX Average: 118
Total Number of Accounts

238,365

TX Average: 4,567
Average Account Size

$120,232

TX 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

Blair Rogers Work History

Blair has 22 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - 2016 (0 years)

Kestra Financial Services, Inc

2016 - Present (3 years)

Msi Financial

2006 - 2016 (10 years)

Nfp Advisor Services

1996 - 2016 (20 years)

Summit Financial Group

Disclosures

Blair Rogers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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