William Martin
William Martin is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in State College, PA, with 44 years of industry experience. William 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
3949 South Atherton Street, State College, PA, 16801
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
William owns and manages a rental property since 1980. He also works as a sales agent for life insurance and life settlements, dedicating minimal time to each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Wienken Advisors, LTD.
Wienken & Associates, LTD.
Mutual Benefit Financial Service CompanyBroker
Cozad Investment Services, INC.Broker
State Registrations29 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
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