RZ
RZ

Randall Zinn

38 Years of Experience
Columbia, MD
1 DisclosureBrokerSells Insurance

Randall Zinn is a registered investment advisor at MML Investors Services, LLC, based in Columbia, MD, with 38 years of industry experience. Randall 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

6811 Benjamin Franklin Dr, Suite 160, Columbia, MD, 21046

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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
June 2011
Denied
Other Business ActivitiesSells Insurance

Randall is an insurance agent selling life insurance, health insurance, fixed annuities, and long-term care insurance since 2017. This takes minimal time, about 4 hours per month, and 3 hours per month during trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
June 2017 - Present · 8 yrs 11 mos
MML Investors Services, LLC
May 2017 - Present · 9 yrs
MML Investors Services, LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - May 2017 · 2 mos
MML Investors Services, LLC
March 2017 - May 2017 · 2 mos
Msi Financial Services, INC.
August 2000 - March 2017 · 16 yrs 7 mos
Msi Financial Services, INC.Broker
December 1987 - March 2017 · 29 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 1987 - July 2007 · 19 yrs 7 mos
State Registrations9 states
CADEFLGAMDNCPAVAWV
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.
Randall Zinn - Financial Advisor | TrueAdvisor