AW
ChFC
AW
ChFC

Andrew Watson

48 Years of Experience
Macon, GA
BrokerSells Insurance

Andrew Watson is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Macon, GA, with 48 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

2050 Bowman Park, Macon, GA, 31210

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

Andrew is an independent insurance agent selling various insurance products since 1971, dedicating a few hours per week to this activity. He also works as a consultant, spending minimal time on it.

Employment History
Current Registrations
MML Investors Services, LLC
March 2003 - Present · 23 yrs 4 mos
MML Investors Services, LLC
September 1983 - Present · 42 yrs 10 mos
MML Investors Services, LLCBroker
September 1983 - Present · 42 yrs 10 mos
Previous Registrations
Andy Watson, JR. & Associates, LLC
April 2003 - December 2006 · 3 yrs 8 mos
Massachusetts Mutual Life Insurance CompanyBroker
February 1982 - April 1984 · 2 yrs 2 mos
Brown and Groover, INC.Broker
January 1975 - January 1978 · 3 yrs
Thornton, Farish & Gauntt, INC.Broker
September 1971 - February 1974 · 2 yrs 5 mos
State Registrations1 state
GA
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.