CC
CC

Cody Cabler

5 Years of Experience
Oklahoma City, OK
Broker

Cody Cabler is a registered investment advisor at MML Investors Services, LLC, based in Oklahoma City, OK, with 5 years of industry experience. Cody 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

6305 Waterford Blvd, Suite 300, Oklahoma City, OK, 73118

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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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Employment History
Current Registrations
MML Investors Services, LLC
January 2023 - Present · 3 yrs 4 mos
MML Investors Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Allstate Financial Services, LLCBroker
November 2018 - July 2020 · 1 yr 8 mos
Foresters Financial Services, INC.Broker
February 2018 - March 2018 · 1 mo
State Registrations1 state
OK
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.
Cody Cabler - Financial Advisor | TrueAdvisor