Jose Behar
Jose Behar is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Coral Gables, FL, with 24 years of industry experience. Jose 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
2525 Ponce de Leon Blvd, Suite 500, Coral Gables, FL, 33134
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Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Jose is an insurance broker since 2006, selling life, disability, long-term care, fixed annuities, health, group life, and group health insurance, dedicating a few hours per week. Jose is also the managing member/owner of Coral Gables Wealth Management, LLC, spending minimal time on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wm Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations5 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.