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RB
CFP · ChFC
RB
CFP · ChFC

Robert Burns

MML Investors Services, LLC
35 Years of Experience
Exeter, NH
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Burns is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Exeter, NH, with 35 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

149 Water Street, Exeter, NH, 03833

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History

Regulatory History (6)
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
February 2009
Denied
Customer Dispute
September 2008
Denied
Customer Dispute
September 2005
Denied
Customer Dispute
October 2002
Denied
Customer Dispute
June 2002
Denied
Customer Dispute
July 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert sells individual life, health, and group health insurance since 2000, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Baystate Wealth Management
October 2010 - February 2018 · 7 yrs 4 mos
New England Securities Corporation
September 2007 - January 2015 · 7 yrs 4 mos
New England Securities Corporation
August 2007 - September 2007 · 1 mo
New England SecuritiesBroker
July 2007 - January 2015 · 7 yrs 6 mos
AXA Advisors, LLC
June 2005 - August 2007 · 2 yrs 2 mos
AXA Advisors, LLCBroker
June 2005 - August 2007 · 2 yrs 2 mos
Mony Securities Corporation
October 2000 - June 2005 · 4 yrs 8 mos
Trusted Securities Advisors CORP.Broker
July 2000 - December 2003 · 3 yrs 5 mos
Mony Securities CorporationBroker
May 1992 - June 2005 · 13 yrs 1 mo
John Hancock Distributors, INC.Broker
July 1991 - May 1992 · 10 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1991 - May 1992 · 10 mos
State Registrations24 states
ARAZCACOCTDCDEFLGAMAMEMIMONCNHNJNYOHPARISCTXVAVT
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.
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