SF
ChFC
SF
ChFC

Sonda Frattini

23 Years of Experience
Tuckasegee, NC
BrokerSells Insurance

Sonda Frattini is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Tuckasegee, NC, with 23 years of industry experience. Sonda 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
5086 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

Tuckasegee, NC

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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.

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Other Business ActivitiesSells Insurance

Sonda is a managing partner at Park South Group, an insurance agency, since 2008. She spends about a quarter of her time managing, recruiting, and training agents and selling fixed insurance products.

Employment History
Current Registrations
MML Investors Services, LLC
September 2025 - Present · 1 yr 1 mo
MML Investors Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - July 2025 · 3 yrs 8 mos
Ameritas Advisory Services
July 2008 - November 2021 · 13 yrs 4 mos
Ameritas Investment Company, LLCBroker
May 2008 - July 2025 · 17 yrs 2 mos
Esi Financial Advisors
October 2003 - May 2008 · 4 yrs 7 mos
Equity Services, INC.Broker
April 2003 - May 2008 · 5 yrs 1 mo
State Registrations2 states
NCVT
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.