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Timothy Lavelle

23 Years of Experience
Moosic, PA
1 DisclosureBroker

Timothy Lavelle is a registered investment advisor at MML Investors Services, LLC, based in Moosic, PA, with 23 years of industry experience. Timothy 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
5077 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

52 Glenmaura Nat Blvd, Ste 202, Moosic, PA, 18507

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History

Regulatory History (1)
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Customer Dispute
May 2016
Denied
Other Business Activities

Timothy has ownership in LIFS Enterprizes, LLC, a real estate business, since 2008. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2020 - Present · 6 yrs 7 mos
MML Investors Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Eagle Strategies LLC
December 2018 - January 2020 · 1 yr 1 mo
Nylife Securities LLCBroker
October 2015 - January 2020 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
October 2002 - July 2015 · 12 yrs 9 mos
State Registrations16 states
ALCACOCTFLGAILINMDNJNYPATXUTWAWY
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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