Marcie Plumbtree, financial advisor Oklahoma City OK

Marcie Plumbtree

CRD Number: 4516401
Current Firm: Mml Investors Services, LLC

Marcie Plumbtree (CRD# 4516401) is an Investment Advisor Representative working at Mml Investors Services, LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Oklahoma City, OK Feb 2018 - Current 6
Massmutual Life Insurance Co Oklahoma City, OK Jul 2014 - Current 10
Mml Investors Services, LLC Oklahoma City, OK Aug 2014 - Dec 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Marcie B. Plumbtree
Phone Number: (413)737-8400
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
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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