DP
DP

Devon Pruitt

4 Years of Experience
Meridian, MS
BrokerSells Insurance

Devon Pruitt is a registered investment advisor at MML Investors Services, LLC, based in Meridian, MS, with 4 years of industry experience. Devon 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

2501 4th Street, Suite D, Meridian, MS, 39301

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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

Devon is the President/Executive Director of Big Von Marketing, providing marketing consulting for small businesses and entrepreneurs, dedicating about 10-20% of their time. Devon also works as an insurance broker for Heartland Financial Group, selling life, disability, long-term care, and fixed annuities, also dedicating about 10-20% of their time.

Employment History
Current Registrations
MML Investors Services, LLC
July 2022 - Present · 3 yrs 10 mos
MML Investors Services, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Corecap Investments, LLCBroker
November 2021 - December 2021 · 1 mo
Corecap Advisors
March 2021 - November 2021 · 8 mos
State Registrations7 states
ALARGAILLAMSTX
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.
Devon Pruitt - Financial Advisor | TrueAdvisor