SG
ChFC
SG
ChFC

Steven Glenn

41 Years of Experience
Fleming Island, FL
BrokerSells Insurance

Steven Glenn is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Fleming Island, FL, with 41 years of industry experience. Steven 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
5077 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

Fleming Island, FL

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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

Steven is an insurance agent selling life, fixed annuities, health, long-term care, and disability insurance, dedicating minimal time to this. He is also an adjunct professor and speaker, and a member of the Jacksonville Police and Fire Pension Fund Financial Investment and Advisory Committee.

Employment History
Current Registrations
MML Investors Services, LLC
October 2012 - Present · 14 yrs
MML Investors Services, LLCBroker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Ohio National Equities, INC.Broker
August 2010 - June 2012 · 1 yr 10 mos
Princor Financial Services Corporation
March 2009 - August 2010 · 1 yr 5 mos
Princor Financial Services CorporationBroker
February 2009 - August 2010 · 1 yr 6 mos
Lincoln Financial Distributors, INC.Broker
February 2008 - February 2009 · 1 yr
UBS Financial Services INC.
August 1998 - November 2007 · 9 yrs 3 mos
UBS Financial Services INC.Broker
August 1998 - November 2007 · 9 yrs 3 mos
Sun Life of Canada (U.S.) Distributors, INC.Broker
December 1992 - December 1997 · 5 yrs
Princor Financial Services CorporationBroker
January 1991 - December 1992 · 1 yr 11 mos
Investors Brokerage Services, INC.Broker
March 1989 - February 1991 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
April 1986 - April 1989 · 3 yrs
The Lincoln National Life Insurance CompanyBroker
April 1986 - April 1989 · 3 yrs
Lincoln National Pension Insurance CompanyBroker
April 1986 - January 1989 · 2 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1985 - January 1986 · 1 yr
Ina Security CorporationBroker
April 1984 - October 1984 · 6 mos
Blc Equity Services CorporationBroker
November 1982 - July 1983 · 8 mos
State Registrations3 states
CAFLGA
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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