EF
ChFC
EF
ChFC

Evan Fabricant

27 Years of Experience
Mechanicsville, VA
BrokerSells Insurance

Evan Fabricant is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Mechanicsville, VA, with 27 years of industry experience. Evan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

9137 Chamberlayne Road, Suite 104, Mechanicsville, VA, 23116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Evan is an agent at Legacy Partners LLC, an outside insurance business, since 2011. He dedicates about 10-20% of his time to selling life and health insurance.

Employment History
Current Registrations
MML Investors Services, LLC
September 2016 - Present · 9 yrs 10 mos
MML Investors Services, LLCBroker
April 2003 - Present · 23 yrs 3 mos
Previous Registrations
New England SecuritiesBroker
November 1998 - April 2003 · 4 yrs 5 mos
State Registrations17 states
CACODEFLGAILMAMDMINCNJNYPASCTNTXVA
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.