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Aaron Curry

27 Years of Experience
Oklahoma City, OK
1 DisclosureBrokerSells Insurance

Aaron Curry is a registered investment advisor at MML Investors Services, LLC, based in Oklahoma City, OK, with 27 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5077 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

600 N Robinson Ave, Ste 323, Oklahoma City, OK, 73102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Settled
Other 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
April 2006 - Present · 20 yrs 6 mos
MML Investors Services, LLCBroker
April 2006 - Present · 20 yrs 6 mos
Previous Registrations
Ing Financial Partners, INC
May 2002 - April 2006 · 3 yrs 11 mos
Ing Financial Partners, INC.Broker
April 2002 - April 2006 · 4 yrs
United Securities Alliance, INC.Broker
August 2001 - April 2002 · 8 mos
Washington Square Securities, INC.Broker
August 2000 - August 2001 · 1 yr
Dean Witter Reynolds INC.Broker
February 1999 - August 2000 · 1 yr 6 mos
State Registrations14 states
ALARAZCACOFLKSLAMONENVOKTXWA
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.
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