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Vicky Deshazier

30 Years of Experience
Lisle, IL
2 DisclosuresBroker

Vicky Deshazier is a registered investment advisor at MML Investors Services, LLC, based in Lisle, IL, with 30 years of industry experience. Vicky 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

2441 Warrenville Road, Suite 300, Lisle, IL, 60532

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History

Regulatory History (2)
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Judgment / Lien
November 2025
Customer Dispute
March 2009
Denied
Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
April 2015 - March 2017 · 1 yr 11 mos
Msi Financial Services, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
Morgan StanleyBroker
January 2012 - April 2015 · 3 yrs 3 mos
Morgan Stanley
January 2012 - April 2015 · 3 yrs 3 mos
Chase Investment Services CORP.
April 2007 - January 2012 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
April 2007 - January 2012 · 4 yrs 9 mos
Citicorp Investment Services
November 2004 - April 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
September 2004 - April 2007 · 2 yrs 7 mos
Banc One Securities CorporationBroker
October 2000 - August 2004 · 3 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
March 1998 - October 2000 · 2 yrs 7 mos
Metlife Securities INC.Broker
March 1998 - October 2000 · 2 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 1991 - May 1994 · 2 yrs 9 mos
Metlife Securities INC.Broker
August 1991 - May 1994 · 2 yrs 9 mos
State Registrations9 states
GAILINLAMSNVNYTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Vicky Deshazier - Financial Advisor | TrueAdvisor