R. Brann
R. Brann is a registered investment advisor at MML Investors Services, LLC, based in Warsaw, VA, with 25 years of industry experience. R. 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
Warsaw, VA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
R. is an insurance agent for One Journey Financial, LLC (or R. Reginald Brann, or The Financial Group of VA Inc) selling life, health, group life, group health, P&C, and disability insurance, dedicating a few hours per week. R. is also a softball coach at Rappahannock Community College (about half their time), a radio announcer for Real Media Inc. (a few hours per week), and the president of Northern Neck Rage (a few hours per week).
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Compulife Investor Services, INC.Broker
State Registrations1 state
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