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Alexis Danielle Atchley

Investment adviser representative at MML Investors Services, LLC
11 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

11 years in the industry.

  1. Massmutual Life Insurance CompanyDec 2025 to now
  2. MML Investors Services, LLCSep 2024 to now
  3. Bluecrest Financial AlliancesAug 2024 to now
  4. Oso On PaseoApr 2023 to Aug 2024
  5. El CoyoteJul 2022 to Apr 2023
  6. HomemakerMay 2022 to Jul 2022
  7. Mercy HospitalDec 2021 to May 2022
  8. Moontower At the OaksSep 2020 to Dec 2021
  9. Covid/full-time StudentApr 2020 to Sep 2020
  10. Green Chile KitchenFeb 2015 to Apr 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
7982320
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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