UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Joshua Yoder is a fiduciary financial advisor in Dallas, Texas, registered since Jan 2026. Joshua has been with MML Investors Services since 2026. MML Investors Services offers financial planning, investment management, and retirement plan consulting and 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
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
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
- Feb 2026 – nowMML Investors Services, LLCCurrent firm
Contact Joshua
Local office(972) 348-6300Ask for Joshua. (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 Joshua
Tailored to Joshua’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Joshua
How do I contact Joshua?
Call Joshua’s local office at (972) 348-6300 or the MML Investors Services main office at (413) 226-0000, and ask for Joshua Yoder.
How long has Joshua been a financial advisor?
Joshua is new to the profession, registered since Jan 2026, and holds 2 licenses.
What licenses does Joshua hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joshua paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Joshua 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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