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Allan Cameron

33 Years of Experience
Knoxville, TN
Broker

Allan Cameron is a registered investment advisor at MML Investors Services, LLC, based in Knoxville, TN, with 33 years of industry experience. Allan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

9729 Cogdill Road, Suite 100, Knoxville, TN, 37932

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Allan owns a vacation rental property since 2012. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
October 2008 - March 2017 · 8 yrs 5 mos
Msi Financial Services, INC.Broker
September 2008 - March 2017 · 8 yrs 6 mos
Prudential Financial Planning Services
April 2007 - September 2008 · 1 yr 5 mos
Pruco Securities, LLC.Broker
April 2007 - September 2008 · 1 yr 5 mos
VALIC Financial Advisors, INC.
September 2002 - January 2007 · 4 yrs 4 mos
VALIC Financial Advisors, INC.Broker
February 1998 - January 2007 · 8 yrs 11 mos
The Variable Annuity Marketing CompanyBroker
July 1992 - December 2001 · 9 yrs 5 mos
State Registrations2 states
TNVA
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.
Allan Cameron - Financial Advisor | TrueAdvisor