Jeffrey Allison
Jeffrey Allison is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in East Providence, RI, with 40 years of industry experience. Jeffrey 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
501 Wampanoag Trail, Suite 200, East Providence, RI, 02915
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2018Customer Dispute
September 2008Customer Dispute
September 2008Customer Dispute
October 2002Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Jeffrey sells individual life, health, group health, LTD, fixed annuities, and LTC insurance products since 1981. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Veravest Investments, INC.Broker
State Registrations24 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.