JW
ChFC
JW
ChFC

John Wilson

41 Years of Experience
Houston, TX
BrokerSells Insurance

John Wilson is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Houston, TX, with 41 years of industry experience. John 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

3040 Post Oak Boulevard, Suite 2000, Houston, TX, 77056

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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

John is a sales agent for individual life, health, and group health insurance, dedicating minimal time to this activity. He also owns an interest in oil and gas properties, but spends no time on it.

Employment History
Current Registrations
MML Investors Services, LLC
February 1985 - Present · 41 yrs 8 mos
MML Investors Services, LLC
December 1984 - Present · 41 yrs 10 mos
MML Investors Services, LLCBroker
December 1984 - Present · 41 yrs 10 mos
Previous Registrations
Xmark Financial, LLC
September 2003 - July 2006 · 2 yrs 10 mos
State Registrations4 states
CACOOKTX
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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