Gregory Dahms
Gregory Dahms is a registered investment advisor at MML Investors Services, LLC, based in Tyler, TX, with 5 years of industry experience. Gregory 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
821 E Southeast Loop 323, Suite 340, Tyler, TX, 75701-9666
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2022Other Business ActivitiesSells Insurance
Gregory is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance products, dedicating a few hours per week to this activity. He also serves as Finance Director for Rahn Instrumental Chamber Ensemble, a non-profit music organization, spending a few hours per week overseeing finances and fundraising.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
Nylife Securities LLCBroker
State Registrations3 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.