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Thomas Bohanon

Investment adviser representative at MML Investors Services, LLC
10 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

10 years in the industry.

  1. MML Investors Services, LLCJan 2023 to now
  2. Massmutual Life Insurance CompanyDec 2022 to now
  3. Park Avenue SecuritiesNov 2019 to Jan 2023
  4. Guardian Life Insurance CompanyOct 2019 to Jan 2023
  5. Green Bay PackersAug 2019 to Sep 2019
  6. UnemployedApr 2019 to Aug 2019
  7. Jacksonville JaguarsMar 2017 to Mar 2019
  8. UnemployedSep 2016 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7203322
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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