Walter Corbett
Walter Corbett is a registered investment advisor at MML Investors Services, LLC, based in Oklahoma City, OK, with 40 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
1601 NW Expressway, Ste 1305, Oklahoma City, OK, 73118-1430
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Walter is involved in property management in Yukon, OK, dedicating a few hours per week. He is also an independent insurance agent selling various insurance products, but reports spending no time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
Penn Mutual Equity Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.