Aaron Curry
Aaron Curry is a registered investment advisor at MML Investors Services, LLC, based in Oklahoma City, OK, with 27 years of industry experience. Aaron 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
6305 Waterford Blvd, Suite 300, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Aaron is a sales agent for Catalyst Financial Group, selling various insurance products since 2009, dedicating a few hours per week. He is also the managing partner for A & O Advisory LLC, managing the finances, taxes, and operations of his practice, spending a few hours per week on this activity. Aaron also serves as the Past President of the Board of Directors for The Care Center, spending minimal time on this role.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
United Securities Alliance, INC.Broker
Washington Square Securities, INC.Broker
Dean Witter Reynolds INC.Broker
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.