DK
CFP · ChFC
DK
CFP · ChFC

Diana Kokhan

9 Years of Experience
Ft Lauderdale, FL
BrokerSells Insurance

Diana Kokhan is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 9 years of industry experience. Diana 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
5077 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

1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637

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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

Diana is an agent for individual life insurance since 2018, and an agent for life settlements/viaticals since 2019. She also owns Kokhan & Co LLC, used for 1099 income and expenses, and works as an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance products, dedicating about a quarter of her time to this.

Employment History
Current Registrations
MML Investors Services, LLC
August 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
July 2017 - Present · 9 yrs 3 mos
MML Investors Services, LLCBroker
July 2017 - Present · 9 yrs 3 mos
State Registrations31 states
AKALARAZCACOCTDEFLGAHIINKYLAMAMDMINCNJNYOHORPASCSDTNTXUTVAVTWA
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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