EW
ChFC
EW
ChFC

Edgar Whitmore

33 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Edgar Whitmore is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 33 years of industry experience. Edgar 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
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.

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Location

444 S. Flower Street, Suite 4200, Los Angeles, CA, 90071

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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 ActivitiesSells Insurance

Edgar is an insurance agent for a non-MMLIA insurance company since 2005. This requires minimal time and no time during SEC trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
June 2008 - Present · 18 yrs 4 mos
MML Investors Services, LLC
May 2008 - Present · 18 yrs 5 mos
MML Investors Services, LLCBroker
May 2008 - Present · 18 yrs 5 mos
Previous Registrations
Lenox Advisors, INC.
January 2012 - March 2012 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 1993 - April 2008 · 15 yrs
Robert W. Baird & CO. IncorporatedBroker
April 1993 - January 2002 · 8 yrs 9 mos
State Registrations26 states
AZCACOCTFLGAIDILMAMDMIMNMOMTNHNJNMNVNYOHORPATNTXUTVA
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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