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Glen Spice

38 Years of Experience
Jackson, MI
1 DisclosureBrokerSells Insurance

Glen Spice is a registered investment advisor at MML Investors Services, LLC, based in Jackson, MI, with 38 years of industry experience. Glen 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

209 E Washington Ave, Suite 182, Jackson, MI, 49201

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History

Regulatory History (1)
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Customer Dispute
November 2017
Denied
Other Business ActivitiesSells Insurance

Glen owns Dove Realty, a rental property, since 2003 and spends minimal time on it. Glen is also an artist/painter since 2012, dedicating minimal time to this pursuit. Additionally, Glen is a registered representative with Spice Financial, selling life, equity fixed life, LTC, and fixed annuities insurance since 2016, spending minimal time on it.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Msi Financial Services, INC.
October 2010 - March 2017 · 6 yrs 5 mos
Msi Financial Services, INC.Broker
May 1987 - March 2017 · 29 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1987 - July 2007 · 20 yrs 2 mos
State Registrations11 states
CACOFLKYMIMNNCOHORSCTX
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.