David Lane
David Lane is a registered investment advisor at MML Investors Services, LLC, based in Franklin, TN, with 44 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3401 Mallory Lane, Suite 220, Franklin, TN, 37067
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2000Customer Dispute
September 2000Other Business ActivitiesSells Insurance
David works as an outside insurance broker, selling group life, health, and disability insurance, and assists customers with life settlements. These activities each take minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 states
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.
Exams
More Advisors
- Michael Sharpton, CFPMML Investors Services, LLC
- Jason Aldred, CFP, ChFCMML Investors Services, LLC
- Jesse Holman, CFPMML Investors Services, LLC
- James Bell, CFPMML Investors Services, LLC
- William Conroy, CFPMML Investors Services, LLC
- Isaac Lindell, CFPSagespring Wealth Partners