Alan Hallman
Alan Hallman is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 37 years of industry experience. Alan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Alan is a charity board member for Sisters in Recovery LLC, dedicating minimal time. He also services MetLife annuity and life business as an agent, spending a few hours per week, and owns Wealth Connections LLC, a MassMutual DBA, dedicating about a quarter of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Swan Securities INC.Broker
Hibbard Brown & CO., INC.Broker
Cardinal Securities CorporationBroker
State Registrations17 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.