ChooseAFinancialAdvisor.com
Advisors / Oklahoma / Oklahoma City
19yrs

Patrick Randall

Financial advisor at MML Investors Services

Patrick Randall is a fiduciary financial advisor in Oklahoma City, Oklahoma, with 19 years in the industry. After nine years at MSI Financial Services, Patrick joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.

Oklahoma City, OK 73118Fiduciary advisor

At a glance

Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office1601 NW Expressway Suite 1305, Oklahoma City, OK 73118
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?2 states

Services through MML Investors Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
  2. 2007 – 2017
    MSI Financial Services, Inc.Previously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call MML Investors Services at (413) 226-0000 and ask for Patrick Randall. Patrick works from the Oklahoma City, OK office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2007, about 19 years. More experience than 60% of advisors nationwide.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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