Robin Vernon
Robin Vernon is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Tallahassee, FL, with 23 years of industry experience. Robin 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
2618 Centennial Pl, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2009Other Business ActivitiesSells Insurance
Robin is involved in several outside business activities, including managing rental income through KRMV LLC, acting as a broker for health insurance, and working as an agent for life, disability, and fixed annuities. Robin also holds a membership in PWL Holdings, LLC, is a board member for United Way of the Big Bend, and is a partner in Legacy Planning LLC.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.