Gary Roberts
Gary Roberts is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Lincoln, NE, with 23 years of industry experience. Gary 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8101 O Street, Suite 119, Lincoln, NE, 68510
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Gary works as an insurance agent and broker, selling life, disability, long-term care, and health insurance since 2008. He dedicates minimal time to this activity outside of securities trading hours and a few hours per week during trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations6 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.
Exams
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