Benson Barry Terrell

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

• 01/2008 → Present
  Massmutual
  Lake Charles, LA
• 03/2008 → Present
  Mml Investors Services Inc
  Lake Charles, LA

Previous Registrations

• 2006-08-15 → 2008-02-04
  Securian Financial Services, Inc.
  Lake Charles, LA
  Lake Charles, LA
  Lake Charles, LA

Other Businesses

(1) NAME: JB FARM AND CRAWFISH, LLC INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: PLEASURE HUNTING & CRAWFISH FARM POSITION: OWNER START: 08/04/2016 NO HRS: 0 NO HRS DUR TRADING: 0 (2) NAME: BARRY TERRELL INV REL: Y ADDR: 2356 MCNEEESE ST LAKE CHARLES LA 70607 NATURE: INDIVIDUAL LIFE POSITION: AGENT START: 1996 NO HRS: 2 NO HRS DUR TRADING: 2 (3) NAME: T & F DEVELOPMENT INV REL: Y ADDR: 2356 E MCNEESE ST LAKE CHARLES LA 70607 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 07/2015 NO HRS: 0 NO HRS DUR TRADING: 0 (4) NAME: LAKE CHARLES TACKLE INV REL: N ADDR: 4909 COMMON ST LAKE CHARLES LA 70605 NATURE: RETAIL SALES POSITION: OWNER START: 06/16/2016 NO HRS: 4 NO HRS DUR TRADING: 0 (5) NAME: MTW RANCH INV REL: Y ADDR: 2212 COMMON ST LAKE CHARLES LA 70601 NATURE: REAL ESTATE POSITION: PARTNER START: 05/01/1999 NO HRS: 0 NO HRS DUR TRADING: 0 (6) NAME: 640 LLC INV REL: Y ADDR: 404 GAUDALUPE VICTORIA TX 77901 NATURE: REAL ESTATE POSITION: PARTNER START: 01/01/2015 NO HRS: 0 NO HRS DUR TRADING: 0 (7) NAME: TERRELL HOLDINGS, LLC INV REL: Y ADDR: 2356 MCNEEESE ST LAKE CHARLES LA 70607 NATURE: REALTOR/REAL ESTATE POSITION: OWNER START: 03/01/2022 NO HRS: 5 NO HRS DURING TRADING: 0 (8) NAME: JRG, LLC INV REL: Y ADDR: 417 ALAMO ST. LAKE CHARLES, LA 70601 NATURE: PLANE OWNERSHIP POSITION: MEMBER START: 09/2024 NO HRS: 2 NO HRS DUR TRADING: 0 DUTIES: PLANE OWNERSHIP (9) NAME: KLONDIKE CLUB LLC INV REL: N ADDR: 5901 GRAY MARKET DR, SUITE B, LAKE CHARLES, LA 70605 NATURE: AGRICULTURE/RECREATION POSITION: OWNER/MEMBER START DATE: 3/1/2026 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MAINTAINING PROPERTY (10) NAME: THE FIRM OF LOUISIANA INV REL: Y ADD: 5901 GRAY MARKET DRIVE, LAKE CHARLES, LA, 70605 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 07/01/2007 NO. HR/MO: 120. HR/MO DURING SEC TRADING: 0 DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant