Christi Koehle, financial advisor Foley AL

Christi Koehle

CRD Number: 4177234
Current Firm: Mml Investors Services, LLC

Christi Koehle (CRD# 4177234) is an Investment Advisor Representative working at Mml Investors Services, LLC in Foley, AL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Foley, AL Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company Foley, AL Jul 2016 - Current 7
Metropolitan Life Ins. Company Pensacola, FL Apr 2000 - Current 23
Metlife Securities, Inc. Pensacola, FL Apr 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Christi D. Koehle
Phone Number: (413)737-8400
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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