Salina Lo
Salina Lo is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newport Beach, CA, with 31 years of industry experience. Salina 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
4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Salina owns rental real estate in Hermosa Beach, CA, dedicating minimal time to it since 2014. She is also an independent insurance agent selling individual and group non-variable medical insurance products, as well as servicing existing non-variable insurance policies.
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 Registrations2 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.