Anita Hawks is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Austin, TX, with 34 years of industry experience. Anita 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
317 Grace Lane, Suite 250, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anita has an ownership position in Kada Acres, LLC, a real estate venture, dedicating minimal time. She also works as an instructor teaching CFP certification classes, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Tiaa-Cref Trust Company, Fsb
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fbs Investment Services, INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations13 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.