Mark Levine
Mark Levine is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Horsham, PA, with 33 years of industry experience. Mark 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
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.
Exams
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