AK
ChFC
AK
ChFC

Alvin Kingcade

53 Years of Experience
Radnor, PA
1 DisclosureBroker

Alvin Kingcade is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Radnor, PA, with 53 years of industry experience. Alvin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

201 King of Prussia Road, Suite 501, Radnor, PA, 19087

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2023
Denied
Other Business Activities

Alvin is the President and Treasurer of Lena Maloney Community Development Corp, a community organization, and Finance Board Chairperson for Eastwick United Methodist Church. These activities require minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
October 2010 - Present · 15 yrs 7 mos
MML Investors Services, LLC
June 1988 - Present · 37 yrs 11 mos
MML Investors Services, LLCBroker
June 1988 - Present · 37 yrs 11 mos
Previous Registrations
First Financial Advisers, LLC
March 2002 - October 2003 · 1 yr 7 mos
Penn Mutual Equity Services, INC.Broker
February 1973 - April 1988 · 15 yrs 2 mos
State Registrations5 states
DEGAMDNJPA
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.
Alvin Kingcade - Financial Advisor | TrueAdvisor