Lawrence Myers
Lawrence Myers is a registered investment advisor at MML Investors Services, LLC, based in Westlake Village, CA, with 29 years of industry experience. Lawrence 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
2801 Townsgate Road, Suite 320, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business ActivitiesSells Insurance
Lawrence is an agent at Myers Financial and Insurance Services, selling life, health, group life, and group health insurance since 2012. This takes about 10-20% of his time, with slightly less time spent during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Uboc Investment Services, INC.Broker
Bancal Investment Services, INC.Broker
State Registrations15 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.