Sarah Jo Dial
Investment adviser representative at MML Investors Services, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- MML Investors Services, LLCMay 2026 to now
- Tulsa Power VolleyballOct 2022 to now
- Massmutual Life Insurance Company/bluecrest FinancialJul 2022 to now
- Arvest BankJan 2026 to Feb 2026
- Arvest Wealth ManagementJan 2022 to Apr 2026
- Arvest Wealth ManagementJun 2020 to Dec 2021
- Arvest BankJun 2019 to Aug 2019
- Club One VolleyballSep 2017 to Jun 2020
- Oral Roberts UniversityAug 2017 to Dec 2021
- Jenks Public SchoolsAug 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 7060116
- Firm CRD
- 10409