MC
ChFC
MC
ChFC

Martin Coursey

44 Years of Experience
Farmington, CT
BrokerSells Insurance

Martin Coursey is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Farmington, CT, with 44 years of industry experience. Martin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

231 Farmington Avenue, Farmington, CT, 06032

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Martin is an insurance agent selling life, disability, and long-term care insurance, as well as fixed annuities since 2009. He dedicates a few hours per week to sales and service of insurance products.

Employment History
Current Registrations
MML Investors Services, LLC
October 1999 - Present · 27 yrs
MML Investors Services, LLCBroker
March 1996 - Present · 30 yrs 7 mos
Previous Registrations
W. S. Griffith & CO., INC.Broker
May 1994 - September 1995 · 1 yr 4 mos
G. R. Phelps & CO., INC.Broker
May 1982 - March 1996 · 13 yrs 10 mos
State Registrations25 states
ALAZCACOCTDCFLGALAMAMDMEMSNCNHNJNYOHPARISCVAVTWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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