AC
ChFC
AC
ChFC

Allen Carr

40 Years of Experience
Mechanicsburg, PA
1 DisclosureBrokerSells Insurance

Allen Carr is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Mechanicsburg, PA, with 40 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5077 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Settled
Other Business ActivitiesSells Insurance

Allen owns Rho-Al LLC and New Covenant Properties LLC, both involved in real estate and rental management, dedicating about 10-20% of his time to each. He also receives conversion commissions from life settlements/viaticals, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
June 2010 - Present · 16 yrs 4 mos
MML Investors Services, LLCBroker
December 1989 - Present · 36 yrs 10 mos
Previous Registrations
Wienken & Associates, LTD.
October 2006 - December 2006 · 2 mos
Chubb Securities CorporationBroker
July 1986 - December 1989 · 3 yrs 5 mos
State Registrations3 states
MDPAVA
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.
More Advisors