EC
EC

Edmond Cherry

29 Years of Experience
Dallas, TX
Broker

Edmond Cherry is a registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 29 years of industry experience. Edmond 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.

Loading...

Location

14241 Dallas Parkway, Suite 1200, Dallas, TX, 75254

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
MML Investors Services, LLC
June 2010 - Present · 15 yrs 11 mos
MML Investors Services, LLC
May 2010 - Present · 16 yrs
MML Investors Services, LLCBroker
May 2010 - Present · 16 yrs
Previous Registrations
Diesslin & Associates INC
May 2002 - December 2009 · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 1999 - April 2002 · 3 yrs 2 mos
Eq Financial Consultants, INC.Broker
November 1995 - February 1999 · 3 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1995 - February 1999 · 3 yrs 3 mos
State Registrations2 states
OKTX
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.