Mml Investors Services, LLC
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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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Blair Rogers Work History
Blair has 22 years of experience.
Mml Investors Services, LLC
Kestra Financial Services, Inc
Nfp Advisor Services
Summit Financial Group
Blair Rogers has disclosures.
Please visit their SEC profile for more details.