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William Dorr

29 Years of Experience
Hunt Valley, MD
2 DisclosuresBrokerSells Insurance

William Dorr is a registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 29 years of industry experience. William 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

11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012
Settled
Customer Dispute
April 2007
Denied
Other Business ActivitiesSells Insurance

William is an insurance agent selling life insurance, property/casualty, health, and fixed annuity products since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
August 2007 - March 2017 · 9 yrs 7 mos
Msi Financial Services, INC.Broker
November 1998 - March 2017 · 18 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 1998 - July 2007 · 8 yrs 8 mos
Security First Financial, INC.Broker
October 1997 - November 1998 · 1 yr 1 mo
State Registrations3 states
MDPAVA
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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