Eric Terry
Eric Terry is a registered investment advisor at MML Investors Services, LLC, based in Mercer Island, WA, with 9 years of industry experience. Eric 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
2835 82nd Ave SE, Suite 300, Mercer Island, WA, 98040
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Regulatory History
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
Eric plays bass and sings in a local cover band, dedicating about 10-20% of his time. He also works as a wealth management advisor selling life, disability, and long-term care insurance, spending minimal time on this. Finally, Eric is a consultant and COO at Pando Consulting Group, LLC, a business coaching and strategic planning firm, spending about 10-20% of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
World Group Securities, INC.Broker
State Registrations8 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.