RA
CFP
RA
CFP

Robert Apple

10 Years of Experience
Liberty Township, OH
BrokerSells Insurance

Robert Apple is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Liberty Township, OH, with 10 years of industry experience. Robert 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

7100 Foundry Row, Suite 288-40, Liberty Township, OH, 45069

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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

Robert is an agent for Westpoint Financial Group, selling life insurance since 2019. This takes a few hours per week, with minimal time spent during securities trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
January 2020 - Present · 6 yrs 9 mos
MML Investors Services, LLC
January 2020 - Present · 6 yrs 9 mos
MML Investors Services, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Oneamerica Securities, INC.
May 2018 - November 2019 · 1 yr 6 mos
Oneamerica Securities, INC.Broker
May 2018 - November 2019 · 1 yr 6 mos
Park Avenue Securities LLC
June 2016 - April 2018 · 1 yr 10 mos
Park Avenue Securities LLCBroker
January 2016 - April 2018 · 2 yrs 3 mos
State Registrations1 state
OH
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.
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