Chang Chun
Chang Chun is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 40 years of industry experience. Chang 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
3435 Wilshire Blvd, Suite 2900, Los Angeles, CA, 90010
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2014Other Business ActivitiesSells Insurance
Chang is an agent for health and group health insurance since 2000. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.