Robert Mcnichol
Robert Mcnichol is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Erlanger, KY, with 40 years of industry experience. Robert 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
Erlanger, KY
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Robert owns rental property since 2020 and is also an agent for various insurance companies selling life, health, and fixed annuity products since 2018. Additionally, Robert is a partner in Dugan-McNichol Racing, a thoroughbred horse racing venture, dedicating minimal time to it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.