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Anne Albertine

30 Years of Experience
McLean, VA
3 DisclosuresBrokerSells Insurance

Anne Albertine is a registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 30 years of industry experience. Anne 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

8444 Westpark Dr, Suite 900, McLean, VA, 22102

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History

Regulatory History (3)
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Judgment / Lien
August 2020
Judgment / Lien
February 2020
Judgment / Lien
July 2018
Other Business ActivitiesSells Insurance

Anne sells life, health, LTD, and voluntary benefits through various outside carriers since 1996. This takes a few hours per week, with minimal time spent during SEC trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
November 1998 - Present · 27 yrs 11 mos
MML Investors Services, LLCBroker
October 1996 - Present · 30 yrs
Previous Registrations
Washington Financial Group, INC.
January 2003 - December 2006 · 3 yrs 11 mos
State Registrations11 states
AZCADCFLMDNCNJNYPAVAWA
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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