Barbara Doyne
Barbara Doyne is a registered investment advisor at MML Investors Services, LLC, based in Bonita Springs, FL, with 19 years of industry experience. Barbara 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
Bonita Springs, FL
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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 Activities
Barbara is the general partner for BARJ Partners LLC, a business entity for tax/investment purposes, and an owner/partner/investor in 235Bridge Street LP. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Sei Investments Distribution CO.Broker
State Registrations5 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.