DH
CFP · ChFC
DH
CFP · ChFC

Donald Harrington

41 Years of Experience
Beverly Hills, CA
BrokerSells Insurance

Donald Harrington is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Beverly Hills, CA, with 41 years of industry experience. Donald 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

8383 Wilshire Blvd, Suite 600, Beverly Hills, CA, 90211

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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

Donald sells individual life, fixed annuities, long-term care (LTC), and disability insurance. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
April 1998 - Present · 28 yrs 3 mos
MML Investors Services, LLCBroker
August 1985 - Present · 40 yrs 11 mos
MML Investors Services, LLC
August 1985 - Present · 40 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
July 1984 - August 1985 · 1 yr 1 mo
Nml Equity Services, INC.Broker
April 1984 - August 1985 · 1 yr 4 mos
State Registrations3 states
AZCATX
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.