Van Echols
Van Echols is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Lubbock, TX, with 31 years of industry experience. Van 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
8721 Milwaukee, Lubbock, TX, 79424
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Van has ownership in PFG Advisors, Echols Financial Advisory Services, Echols Holdings LLC, and is a partner in Echols Ranch. He also serves as President/Treasurer for Perry Echols Memorial Scholarship Fund and works as an insurance broker selling life, disability, LTC, fixed annuities, and health insurance, dedicating minimal time to each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Fsc Securities CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations20 states
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