Matthew GriffithCRD Number: 3130025
Current Firm: Mml Investors Services, LLC
Matthew Griffith (CRD# 3130025) is an Investment Advisor Representative working at Mml Investors Services, LLC in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Massmutual||Oklahoma City, OK||Oct 2008 - Current||8|
|Mml Investors Service Inc.||Oklahoma City, OK||Oct 2008 - Current||8|
|Eagle Strategies Corp.||Oklahoma City, OK||Jan 2008 - Oct 2008||< 1|
|Nylife Securities LLC||Oklahoma City, OK||Apr 2007 - Oct 2008||1|
|New York Life Insurance Company||Oklahoma City, OK||Jan 2007 - Oct 2008||1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Sep 1998 - Feb 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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