Brett Laferrera
Brett Laferrera is a registered investment advisor at MML Investors Services, LLC, based in Foley, AL, with 31 years of industry experience. Brett 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
1221 N. Mckenzie Street, Foley, AL, 36535
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Brett is an agent at Crimson Capitol Group, an insurance brokerage, and owns Crimson Capital Group. He is also an independent insurance agent for multiple companies, sells property and casualty insurance, and is a co-trustee for a trust.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Capital, INC.Broker
Security Distributors, INC.Broker
Gold Capital Management INC.Broker
Gold Capital Management, INC.Broker
CUNA Brokerage Services, INC.Broker
PFS Investments INC.Broker
Linsco/private Ledger CORP.Broker
Piper Jaffray INC.Broker
Brokers Transaction Services, INC.Broker
State Registrations14 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.