Susan Myers
Susan Myers is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Bonita Springs, FL, with 36 years of industry experience. Susan 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
Bonita Springs, FL
Get directionsHistory
Regulatory History (1)
Regulatory
January 1992Other Business ActivitiesSells Insurance
Susan is an agent for individual life and health insurance since 2004, dedicating minimal time to this activity. She also has ownership in Serendipity Properties LLC and is a joint owner of simple rental property.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Northstar Financial Partners, INC.Broker
Seger Financial, INC.Broker
Sunamerica Securities, INC.Broker
Mariner Financial Services, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Mutual Service CorporationBroker
State Registrations7 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.