Thomas Kyle
Thomas Kyle is a registered investment advisor at MML Investors Services, LLC, based in Sherman, TX, with 22 years of industry experience. Thomas 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
Wall Street Plaza, 123 North Crockett Street, Sherman, TX, 75090
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2015Judgment / Lien
April 2015Other Business ActivitiesSells Insurance
Thomas is an LLC member of ALC Property Management LLC, a real estate business, and a partner at Texoma Financial Services, L.P. He also works as an insurance agent selling life insurance and is a board member for Grayson College Foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Trinity Portfolio Advisors, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations4 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.