MK
ChFC
MK
ChFC

Milton Knowlton

56 Years of Experience
Memphis, TN
1 DisclosureBrokerSells Insurance

Milton Knowlton is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 56 years of industry experience. Milton 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.

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Location

5100 Poplar Ave, Suite 2300, Memphis, TN, 38137

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History

Regulatory History (1)
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Customer Dispute
July 2017
Denied
Other Business ActivitiesSells Insurance

Milton is involved in several businesses, including Knowlton Benefit Consultants Inc. and Employee Benefit Plans, Inc., where he holds sales/ownership/agent positions related to life, health, and group insurance products. He also serves as a trustee for family trusts, treasurer for Memphians Care, and receives referral fees from an engineering firm; these activities take a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
January 2004 - Present · 22 yrs 9 mos
MML Investors Services, LLCBroker
October 1982 - Present · 44 yrs
Previous Registrations
Decell Securities CorporationBroker
December 1980 - May 1983 · 2 yrs 5 mos
Massachusetts Mutual Life Insurance CompanyBroker
December 1969 - January 1988 · 18 yrs 1 mo
State Registrations10 states
ARCOFLMDMOMSMTTNTXVA
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.
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