JM
JM

James Mctighe

39 Years of Experience
Garden City, NY
1 DisclosureBrokerSells Insurance

James Mctighe is a registered investment advisor at MML Investors Services, LLC, based in Garden City, NY, with 39 years of industry experience. James 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

900 Stewart Ave, Suite 260, Garden City, NY, 11530

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History

Regulatory History (1)
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Judgment / Lien
January 2023
Other Business ActivitiesSells Insurance

James works as a sales agent for life and health insurance, dedicating minimal time to this activity. He has been in this role since 1985.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 3 mos
MML Investors Services, LLC
January 1992 - Present · 34 yrs 8 mos
MML Investors Services, LLCBroker
January 1992 - Present · 34 yrs 8 mos
Previous Registrations
Green Hill Financial Service CorporationBroker
September 1989 - January 1992 · 2 yrs 4 mos
Green Hill Financial Service CorporationBroker
September 1986 - January 1992 · 5 yrs 4 mos
State Registrations4 states
CTFLMANY
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.
James Mctighe - Financial Advisor | TrueAdvisor