Pamela Hoppe
Pamela Hoppe is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 39 years of industry experience. Pamela 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
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (2)
Financial
April 2020Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Pamela works as an insurance broker selling individual life, health, Medicare C&D, and Medicare supplement insurance products since 2017. This takes about 10-20% of her time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Phn Capital Funding INC.Broker
Southeastern Municipal Bonds, INC.Broker
Nylife Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 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.