Mark Levine
Mark Levine is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Horsham, PA, with 32 years of industry experience. Mark 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
220 Gibraltar Road, Suite 350, Horsham, PA, 19044-2306
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Mark is a financial services representative selling life insurance, fixed annuities, disability, and health insurance, dedicating minimal time to this. He also works for his wife's company doing bookkeeping and bill paying, and owns Heartrepeneur LLC, a business consulting and training program.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations32 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.