Albert Wilson
Albert Wilson is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Ottsville, PA, with 33 years of industry experience. Albert 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
7790 Easton Rd, Suite 100, Ottsville, PA, 18942
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Regulatory History (1)
Customer Dispute
February 2018Other Business ActivitiesSells Insurance
Albert is an insurance agent selling life and fixed annuities since August 2024, dedicating a few hours per week. He also owns Dynamic Tax Solutions, providing tax preparation and planning services since 1989, which takes about 10-20% of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
H. Beck, INC.
H. Beck, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Nylife Securities INC.Broker
Lincoln Investment Planning, INC.Broker
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.