ML
CFP
ML
CFP

Mark Lester

25 Years of Experience
McLean, VA
BrokerSells Insurance

Mark Lester is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 25 years of industry experience. Mark 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.

Loading...

Location

8444 Westpark Dr, Suite 900, McLean, VA, 22102

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mark is a sales agent for life, health, group life, and group health insurance since 2008, dedicating minimal time to this activity. He also participates in paid surveys since 2016, also dedicating minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
August 2002 - Present · 24 yrs 2 mos
MML Investors Services, LLC
September 2001 - Present · 25 yrs 1 mo
MML Investors Services, LLCBroker
September 2001 - Present · 25 yrs 1 mo
State Registrations26 states
AZCACOCTDCDEFLGAILINMAMDMIMNMONCNDNHNJNVNYOHPASCTXVA
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.
More Advisors