About Stephen
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MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
3 West Garden St, Suite 510, Pensacola, FL, 32502
Get directionsStephen has an ownership position in Gulf Marine Coatings, Inc., a marine coatings business, dedicating minimal time. He is also an agent for Bryars Financial Group, selling life/health insurance, fixed annuities, and long-term care insurance, also dedicating minimal time.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.