George Viray is a registered investment advisor at MML Investors Services, LLC, based in La Jolla, CA, with 24 years of industry experience. George 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
4275 Executive Square, Suite 450, La Jolla, CA, 92037
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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 →Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Linsco/private Ledger CORP.Broker
TD Waterhouse Investor Services, INC.Broker
Jack White & Company, INC.Broker
State Registrations23 states
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