Holly Clapp
Holly Clapp is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 38 years of industry experience. Holly 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
14241 Dallas Parkway, Suite 1200, Dallas, TX, 75254
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Holly owns Live Through Divorce LLC, providing divorce planning services, dedicating minimal time. She is also an insurance agent with Nexus Advisors LLC, selling life, health, and group health insurance, and a financial planner with Nexus Advisors LLC, working full-time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Hfg Advisors, L.L.C.
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations21 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.