Robert Crockett
Robert Crockett is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Williamsport, PA, with 38 years of industry experience. Robert 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
1421 EAST THIRD STREET/Box 636, Suite 200, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other 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
MML Investors Services, LLCBroker
Previous Registrations
G. R. Phelps & CO., INC.Broker
State Registrations9 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.