Gordon Zhang
Gordon Zhang is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Flushing, NY, with 29 years of industry experience. Gordon 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
41-60 Main Street, Suite 303, Flushing, NY, 11355
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other 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
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.