Marcie Belle Linduff Plumbtree

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Massmutual Life Insurance Co
  Oklahoma City, OK
• 08/2014 → 12/2017
  Mml Investors Services, Llc
  Oklahoma City, OK
• 02/2018 → Present
  Mml Investors Services, Llc
  Oklahoma City, OK

Other Businesses

(1) NAME: EVERGREEN FINANCIAL ALLIANCES BENEFITS@WORK INV REL: Y ADD: 1300 N WALKER AVE SUITE 200 OKLAHOMA CITY OK 73103 NATURE: GROUP LIFE/HEALTH POSITION: SALES START DATE: 10/28/2019 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 40 (2) NAME: EVERGREEN FINANCIAL ALLIANCES INV REL: Y ADD: 6305 WATERFORD BLVD, STE 300 OKLAHOMA CITY, OK 73118 NATURE: DBA FOR TEAM POSITION: FOUNDER START DATE: 01/01/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 2. DESCRIBE DUTIES: THIS IS ONLY THE ENTITY WE USE TO MARKET TO NEW PROSPECTS AND DIFFERENTIATE OURSELVES FROM ALL OTHER MASSMUTUAL ADVISORS. (3) NAME: MS CRAWFISH BOIL INV REL: N ADD: 12777 GRACES TERRACE, EDMOND, OK NATURE: RAISES MONEY AT AN ANNUAL CRAWFISH BOIL TO DONATE TO MS RESEARCH POSITION: GENERAL MEMBER START DATE: 01/01/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: ASK FOR DONATIONS, ASSIST IN ORGANIZING THE EVENT AND DAY OF VOLUNTEER WORK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-09
• S63 Uniform Securities Agent State Law Examination
  2018-09-24

Other Names

• Marcie Belle Linduff
• Marcie Belle Linduff
• Marcie Belle Plumbtree