Stephanie Brandon
Stephanie Brandon is a registered investment advisor at MML Investors Services, LLC, based in Plantation, FL, with 33 years of industry experience. Stephanie 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8151 Peters Road, Suite 1700, Plantation, FL, 33324
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Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Stephanie is a sales agent for individual life and fixed annuities since 2018, dedicating a few hours per week to this activity. She also owns Brandon Financial Consulting Group, an S-Corp used for business expenses and receiving investment advisory compensation, spending minimal time on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 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.
Exams
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