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Artis Garrett

17 Years of Experience
Glen Allen, VA
Broker

Artis Garrett is a registered investment advisor at MML Investors Services, LLC, based in Glen Allen, VA, with 17 years of industry experience. Artis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

East Shore 1, 100 Eastshore Drive, Suite 300, Glen Allen, VA, 23059

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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 Activities

Artis owns Nightskool Entertainment LLC, a music label, dedicating about half their time to developing, organizing, and promoting artists and musicians. Artis also wrote a book, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
MML Investors Services, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Oneamerica Securities, INC.Broker
August 2016 - February 2021 · 4 yrs 6 mos
Oneamerica Securities, INC.
August 2016 - February 2021 · 4 yrs 6 mos
Msi Financial Services, INC.
November 2014 - July 2016 · 1 yr 8 mos
Msi Financial Services, INC.Broker
August 2008 - July 2016 · 7 yrs 11 mos
State Registrations6 states
GAMDNCNYSCVA
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.
Artis Garrett - Financial Advisor | TrueAdvisor