GZ
ChFC
GZ
ChFC

Gordon Zhang

30 Years of Experience
Flushing, NY
1 DisclosureBrokerSells Insurance

Gordon Zhang is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Flushing, NY, with 30 years of industry experience. Gordon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

41-60 Main Street, Suite 303, Flushing, NY, 11355

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
Other Business ActivitiesSells Insurance

Gordon is an agent selling individual life and health insurance since 2016, spending about 10-20% of his time on it. He also sells group term life insurance with Metlife and group health insurance with United Healthcare, Aetna, and Health First, dedicating minimal time to each.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
September 1996 - March 2017 · 20 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 1996 - July 2007 · 10 yrs 10 mos
State Registrations4 states
CANJNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors