Gregory Dahms, financial advisor Tyler TX

Gregory Dahms

CRD Number: 5469502
Current Firm: Mml Investors Services, LLC

Gregory Dahms (CRD# 5469502) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tyler, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Co Tyler, TX Nov 2022 - Current 1
Mml Investors Services, LLC Tyler, TX Nov 2022 - Current 1
Nylife Securities LLC Tyler, TX Apr 2022 - Nov 2022 < 1
New York Life Insurance Company Tyler, TX Nov 2021 - Nov 2022 1
Allstate Insurance Overton, TX Jul 2021 - Nov 2021 < 1
Greg Dahms Agent, Howard And Howard Insurance Tyler, TX May 2020 - Jul 2021 1
Medical Air Services Association - Medical Transport Services Plantation, FL Jul 2018 - May 2020 1
Marcoa Media San Diego, CA Jan 2018 - Jul 2018 < 1
Action Recruiting Inc. Fallbrook, CA Nov 2015 - Jan 2018 2
1st Service Solutions Grapevine, TX Nov 2014 - Nov 2015 1
Greater San Diego Association Of Realtors San Diego, CA Feb 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2022
S65 NASAA Investment Advisors Law Examination May 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory C. Dahms
Phone Number: (413)737-8400
Registered State(s):
  • 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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