Nathan Price
Nathan Price is a registered investment advisor at MML Investors Services, LLC, based in Lake Oswego, OR, with 21 years of industry experience. Nathan 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
5885 Meadows Road, Suite 850, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2025Customer Dispute
August 2023Customer Dispute
April 2019Criminal
September 1999Other Business ActivitiesSells Insurance
Nathan owns simple rental property and is an insurance agent selling fixed annuities, life, health, disability, and long-term care insurance. He dedicates minimal time to the rental property and a few hours per week to insurance sales.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations15 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.