Haywood Tellis
Haywood Tellis is a registered investment advisor at MML Investors Services, LLC, based in Clearwater, FL, with 35 years of industry experience. Haywood 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
13575 58th Street North, Clearwater, FL, 33760
Get directionsHistory
Regulatory History (4)
Regulatory
September 2010Customer Dispute
May 2010Customer Dispute
February 2010Regulatory
May 1995Other Business ActivitiesSells Insurance
Haywood is an independent insurance agent selling various insurance products, including disability, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property & casualty insurance, dedicating about 13 hours per week to this activity. He also runs Tellis and Tellis Insurance LLC for homeowners insurance, spending about 6 hours per week on it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations14 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.