VS
ChFC
VS
ChFC

Vikram Sheth

52 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Vikram Sheth is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 52 years of industry experience. Vikram 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

3435 Wilshire Blvd, Suite 2900, Los Angeles, CA, 90010

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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

Vikram is an independent insurance agent selling dental, group disability income, disability, life/accident/health, life settlement, and property & casualty insurance products since 2003. This takes a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
September 2002 - March 2017 · 14 yrs 6 mos
Msi Financial Services, INC.Broker
March 1990 - March 2017 · 27 yrs
Metropolitan Life Insurance CompanyBroker
December 1973 - July 2007 · 33 yrs 7 mos
State Registrations5 states
AZCANVORTX
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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