JB
CFP · ChFC
JB
CFP · ChFC

John Billington

43 Years of Experience
Shelton, CT
1 DisclosureBrokerSells Insurance

John Billington is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

6 Corporate Drive, Shelton, CT, 06484

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History

Regulatory History (1)
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Criminal
May 1972
Final Disposition
Other Business ActivitiesSells Insurance

John is an insurance agent since 2016, selling individual and group life and health insurance, property/casualty insurance, fixed annuities, disability, and long-term care, dedicating minimal time. He is also a trustee for family trust accounts and a partner in Harbor Oak Professional Services, LLC, each requiring minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
January 2002 - March 2017 · 15 yrs 2 mos
Msi Financial Services, INC.Broker
October 1999 - March 2017 · 17 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 1999 - July 2007 · 7 yrs 9 mos
Mony Securities CorporationBroker
September 1982 - November 1999 · 17 yrs 2 mos
The Mutual Life Insurance Company of New YorkBroker
September 1982 - October 1990 · 8 yrs 1 mo
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.