Truman
Blocker

Mml Investors Services, LLC

CRD#2375733
Investment Advisor
in Dallas, TX
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About this Advisor

Truman Blocker is a certified financial planner working in Dallas, Texas, who has been in the industry for 20 years. Blocker currently works for Mml Investors Services, LLC. The advisor has gained experience at Massachusetts Mutual Life Insurance Co, Mml Investors Services, Inc and Spectrum Strategies, L.L.C. Blocker holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Texas. Mml Investors Services, LLC is a company based in Dallas, Texas. The investment advisory business has offices in 1,335 locations and a total of 8,095 financial advisors. It administers $29 billion in total assets between its 238,365 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 512 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

20 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

13455 Noel Road 20Th Floor
Dallas, TX 75240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

TX Average: 118
Total Number of Accounts

185,684

TX Average: 4,567
Average Account Size

$162,035

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

Truman Blocker Work History

Truman has 20 years of experience.

2000 - Present (19 years)

Spectrum Strategies, L.L.C

1998 - Present (21 years)

Massachusetts Mutual Life Insurance Co

1998 - Present (21 years)

Mml Investors Services, Inc

Disclosures

Truman Blocker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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