John Euchner
John Euchner is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Salisbury, NC, with 29 years of industry experience. John 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
1919 Statesville Blvd, Salisbury, NC, 28144
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
December 2011Other Business ActivitiesSells Insurance
John owns RBBS Properties LLC, a simple rental property, and spends minimal time on it. He also has ownership in Random Rubble Inc, an S-Corp for tax reporting, requiring minimal time. Additionally, John is involved in individual life insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.