Anthony Cross
Anthony Cross is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Edmund, OK, with 27 years of industry experience. Anthony 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
708 W 15th, Suite 120, Edmund, OK, 73013
Get directionsHistory
Regulatory History (4)
Regulatory
September 2023Regulatory
July 2021Employment Separation After Allegations
June 2020Regulatory
January 2012Other Business ActivitiesSells Insurance
Anthony is involved in insurance-related activities as the owner of T.L Cross Brokerage LLC and Strategic Wealth Concepts LLC, and as an agent for Strategic Wealth Concepts, LLC, selling various insurance products; these activities take about a quarter of his time. He also owns TMC Capital LLC, a real estate company, and is the author of faith-based writings.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Walnut Street Securities, INC.Broker
State Registrations10 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.