Craig Worcester
Craig Worcester is a registered investment advisor at MML Investors Services, LLC, based in Bangor, ME, with 37 years of industry experience. Craig 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
1 Cumberland Pl, Ste 316, Bangor, ME, 04401
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is involved with Barresi Benefits, an insurance brokerage, selling life, health, and disability insurance, dedicating about 10-20% of his time. He also works full-time as an insurance broker for United Insurance Group, selling life, disability, property and casualty, long-term care, fixed annuities, and health insurance.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Cantella & CO., INC.Broker
Cantella & CO., INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Farm Vp Management CORP.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Dirigo Investments, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations2 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.