TI
TI

Timothy Irvine

32 Years of Experience
Newtown Square, PA
1 DisclosureBrokerSells Insurance

Timothy Irvine is a registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 32 years of industry experience. Timothy 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

16 Campus Blvd, Suite 200, Newtown Square, PA, 19073

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Closed-No Action
Other Business ActivitiesSells Insurance

Timothy is an insurance agent selling various insurance products, including life, health, and long-term care insurance, dedicating minimal time. He also has ownership in Blue Hens, LLC and Sugarfoot Advisors, LLC, which are related to his financial advisory business, dedicating minimal time to each.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Newsquare Capital, LLC
February 2016 - December 2017 · 1 yr 10 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
June 2002 - January 2015 · 12 yrs 7 mos
New England SecuritiesBroker
April 1994 - January 2015 · 20 yrs 9 mos
State Registrations16 states
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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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