UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
15yrs
Andrew Eppes
Full name on record: Andrew Christopher Eppes
Financial advisor at MML Investors Services
Based in Dallas, Texas, Andrew Eppes is a fiduciary financial advisor with 15 years of industry experience. Andrew joined MML Investors Services in 2015, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Texas
Office14241 Dallas Parkway Suite 1200, Dallas, TX 75254
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 ?1 state
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.
Career
- 2015 – nowMML Investors Services, LLCCurrent firm
Contact Andrew
Local office(972) 348-6300Ask for Andrew. (413) 226-0000Main office · Springfield, MA 14241 Dallas Parkway Suite 1200Dallas, TX 75254Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Andrew’s local office at (972) 348-6300 or the MML Investors Services main office at (413) 226-0000, and ask for Andrew Eppes.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Texas.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Andrew 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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