Katherine Lewis
Katherine Lewis is a registered investment advisor at MML Investors Services, LLC, based in Mechanicsburg, PA, with 18 years of industry experience. Katherine 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050
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Regulatory History (1)
Judgment / Lien
June 2015Other Business Activities
Katherine owns Blended Creations, a retail sales business, and spends about a quarter of her time designing, creating, and promoting items. She also works as a tax preparer for Jackson Hewitt, dedicating about 10-20% of her time to assisting clients with federal and state tax returns.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Grove Point Investments, LLCBroker
State Registrations27 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.
Exams
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