Tonya Lee Willis
Investment adviser representative at MML Investors Services, LLC
30 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Massmutual Life Insurance CompanyFeb 2026 to now
- MML Investors Services, LLCFeb 2026 to now
- New York Life Insurance CompanyOct 2025 to Jan 2026
- Nylife Securities LLCSep 2025 to Jan 2026
- UnemployedJun 2025 to Oct 2025
- J.P. Morgan Securities LLCFeb 2023 to Jun 2025
- JPMorgan Chase Bank, N.A.Feb 2023 to Jun 2025
- UnemployedJan 2023 to Jan 2023
- Securities America, IncApr 2021 to Dec 2022
- Triad Advisors LLCApr 2021 to Dec 2022
- Advisor Group IncApr 2018 to Dec 2022
- Fsc Securities CorporationApr 2018 to Dec 2022
- Royal Alliance Associates, IncApr 2018 to Dec 2022
- Sagepoint Financial, IncApr 2018 to Dec 2022
- Woodbury Financial Services, IncApr 2018 to Dec 2022
- UnemployedMar 2018 to Mar 2018
- Suntrust Advisory Services, IncSep 2016 to Feb 2018
- Suntrust Banks, IncMar 1996 to Feb 2018
- Suntrust Investment Services, IncMar 1996 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (GA).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2223230
- Firm CRD
- 10409