Teresa Mansell
Teresa Mansell is a registered investment advisor at MML Investors Services, LLC, based in Edmonds, WA, with 33 years of industry experience. Teresa 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
120 W Dayton St, Suite B10, Edmonds, WA, 98020
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa sells fixed insurance products since 2018, dedicating minimal time to this activity. This is conducted at a branch location and is investment related.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Dfc Investor Services
Dfc Investor ServicesBroker
Financial Network Investment CorporationBroker
Wm Financial Services, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Aegon USA Securities INC.Broker
State Registrations7 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.