Paul Jobin
Paul Jobin is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Bedford, NH, with 24 years of industry experience. Paul 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
43 Constitution Drive, Suite 201, Bedford, NH, 03110
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2009Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Paul is an insurance broker specializing in group life and health insurance, dedicating minimal time to this activity. He also works as a cycling coach, spending about 10-20% of his time coaching and designing training plans.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations7 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.