IH
ChFC
IH
ChFC

Ian Hastings

27 Years of Experience
Davenport, FL
BrokerSells Insurance

Ian Hastings is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Davenport, FL, with 27 years of industry experience. Ian 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

Davenport, FL

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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

Ian sells life, disability, long-term care, and fixed annuity insurance products as an outside insurance agent, dedicating minimal time to this activity. He also owns rental property managed by a company and is a partner in Meridian Financial Partners, LLC, a holding company, spending minimal time on office management.

Employment History
Current Registrations
MML Investors Services, LLC
May 2022 - Present · 4 yrs 5 mos
MML Investors Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
September 2005 - May 2022 · 16 yrs 8 mos
Park Avenue Securities LLCBroker
May 1999 - May 2022 · 23 yrs
Guardian Investor Services CorporationBroker
October 1998 - May 1999 · 7 mos
State Registrations16 states
AZCADEFLGAILMAMEMINCNJNYPASCTXWV
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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