SW
ChFC
SW
ChFC

Steven Whitecar

43 Years of Experience
Eagle, ID
Broker

Steven Whitecar is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Eagle, ID, with 43 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
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

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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Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
September 2007 - January 2015 · 7 yrs 4 mos
New England SecuritiesBroker
March 1995 - January 2015 · 19 yrs 10 mos
Judy & Robinson Securities, INCBroker
March 1987 - March 1988 · 1 yr
Epic Securities CompanyBroker
May 1984 - March 1987 · 2 yrs 10 mos
Hornor, Townsend & Kent, INC.Broker
August 1983 - March 1995 · 11 yrs 7 mos
State Registrations9 states
AZCACOIDMTORTXUTWA
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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