Ivan Hilliard
Ivan Hilliard is a registered investment advisor at MML Investors Services, LLC, based in Tifton, GA, with 37 years of industry experience. Ivan 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
108 East 4th Street, Tifton, GA, 31794
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Regulatory History (1)
Judgment / Lien
November 2018Other Business ActivitiesSells Insurance
Ivan is a sales agent at Hilliard Financial Services, a multi-life disability insurance brokerage, since 2000, dedicating minimal time. He also serves as Chairman of the Board for St. Anne's Episcopal Church Foundation and Sargaent at Arms for the Rotary Club of Tifton, GA.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.