RC
ChFC
RC
ChFC

Robert Crockett

39 Years of Experience
Williamsport, PA
1 DisclosureBrokerSells Insurance

Robert Crockett is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Williamsport, PA, with 39 years of industry experience. Robert 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
5086 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.

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Location

1421 EAST THIRD STREET/Box 636, Suite 200, Williamsport, PA, 17701

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History

Regulatory History (1)
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Customer Dispute
February 2016
Denied
Other Business ActivitiesSells Insurance

Robert assists with FAFSA forms for compensation as the owner of College Financial Aid Planning, and is a trustee for the non-profit Lycoming Economic Development Foundation. He is also an agent for life, health, group life, and group health insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
MML Investors Services, LLC
June 2010 - Present · 16 yrs 4 mos
MML Investors Services, LLCBroker
March 1996 - Present · 30 yrs 7 mos
Previous Registrations
G. R. Phelps & CO., INC.Broker
April 1987 - March 1996 · 8 yrs 11 mos
State Registrations9 states
COFLMINVNYORPATXWA
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.
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