DF
ChFC
DF
ChFC

Dennis Flanagan

39 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Dennis Flanagan is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Palm Beach Gardens, FL, with 39 years of industry experience. Dennis 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

8295 N Military Trail, Suite D, Palm Beach Gardens, FL, 33410

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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

Dennis is an insurance agent since 1987, selling life, disability, long-term care, fixed annuities, and health insurance, dedicating about 10-20% of his time to this. Dennis also charges a fee to review policies for non-MML clients whose original agent is no longer servicing them, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 1991 - Present · 35 yrs 7 mos
MML Investors Services, LLCBroker
December 1987 - Present · 38 yrs 10 mos
Previous Registrations
Sma Equities, INC.Broker
December 1986 - December 1987 · 1 yr
State Registrations1 state
FL
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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