Maohong Li
Maohong Li is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Plantation, FL, with 32 years of industry experience. Maohong 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
8151 Peters Road, Suite 1700, Plantation, FL, 33324
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Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Maohong owns multiple rental properties and works as a realtor. He is also an insurance agent selling life, property & casualty, and health insurance since 1993, and a notary public, dedicating minimal time to each of these activities.
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 Registrations3 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.