Marcus Turner
Marcus Turner is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Madison, MS, with 26 years of industry experience. Marcus 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
124 One Madison Plaza, Suite 2200, Madison, MS, 39110
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2017Other Business ActivitiesSells Insurance
Marcus is involved in several business activities, including structured settlement and fixed annuity referrals through Turner Financial Services, LLC, and serving as an elder at Mendenhall Bible Church. He also works as an insurance broker selling life, disability, long-term care, and fixed annuities, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations4 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.