Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMLIS offers advisory programs with different fee structures. Some programs have lower maximum fees, which could result in lower client fees. IA-Reps may be incentivized to recommend programs with higher fees. When Affiliated Funds are held in qualified retirement plan accounts and IRAs the account will not be charged the Execution, Clearing and Custody Fee or the Advisor Fee for the portion of the account invested in the Affiliated Funds. The account will be charged any other applicable fees.
Areas of Practice
Advisor Information
Office location
6305 Waterford Blvd, Suite 300, Oklahoma City, OK, 73118
Get directionsRegulatory History (1)
Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Aaron is a sales agent for Catalyst Financial Group, selling various insurance products since 2009, dedicating a few hours per week. He is also the managing partner for A & O Advisory LLC, managing the finances, taxes, and operations of his practice, spending a few hours per week on this activity. Aaron also serves as the Past President of the Board of Directors for The Care Center, spending minimal time on this role.