Everette Scrivner
Everette Scrivner is a registered investment advisor at MML Investors Services, LLC, based in Wyomissing, PA, with 26 years of industry experience. Everette 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
4 Park Plaza, Suite 206, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2007Other Business ActivitiesSells Insurance
Everette is an insurance agent selling life insurance since 2015. He also owns Widgeon Wealth Strategies LLC, which markets MassMutual and MML business, and spends about a quarter of his time on sales and solicitation of their products and services.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Waddell & Reed, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations11 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.