Douglas Osborne
Douglas Osborne is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Billings, MT, with 44 years of industry experience. Douglas 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
Western Security Bank Building, 2812 1st Ave N. Suite 206, Billings, MT, 59101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas sells individual life, health, group life, and group health insurance, dedicating minimal time to it. He is also a fee-based insurance advisor and owner, spending minimal time on insurance policy evaluation.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations2 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
- Kyle Geffre, CFPInvestment Management Group
- John Vondra, CFPEdward Jones
- Michael Vicars, CFPU.S. Bancorp Advisors, LLC
- James Barnes, ChFCEdward Jones
- Brady Goyn, CFAAllied Investment Advisors LLC
- Gabriel Lapito, CFP, PFSMerit Financial Advisors