DR
ChFC
DR
ChFC

Devon Reynolds

22 Years of Experience
Atlanta, GA
BrokerSells Insurance

Devon Reynolds is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 22 years of industry experience. Devon 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.

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Location

7000 Peachtree Dunwoody Road, Bldg 12 Suite 200, Atlanta, GA, 30328

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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.

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Other Business ActivitiesSells Insurance

Devon sells individual life, health, group life, and group health insurance as an agent. Devon also owns rental property, real estate through P Cubed Properties LLC, a farm/venue rental business, Reynolds & Reynolds Financial Partners LLC, and The Reynolds Holding Company LLC, dedicating minimal time to each except for Reynolds & Reynolds Financial Partners LLC, which takes about a quarter of Devon's time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2008 - Present · 18 yrs 2 mos
MML Investors Services, LLC
March 2008 - Present · 18 yrs 2 mos
MML Investors Services, LLCBroker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
July 2007 - March 2008 · 8 mos
Nylife Securities LLCBroker
June 2007 - March 2008 · 9 mos
First Command Financial Planning, INC.
September 2005 - May 2007 · 1 yr 8 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
April 2003 - May 2007 · 4 yrs 1 mo
State Registrations40 states
AKALAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSNCNJNMNVNYOHOKORPAPRRISCTNTXVAVTWAWV
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.
Devon Reynolds - Financial Advisor | TrueAdvisor