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CFP
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CFP

Russell Holmes

MML Investors Services, LLC
22 Years of Experience
Boston, MA
1 DisclosureBroker
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Russell Holmes is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 22 years of industry experience. Russell 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.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 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.

View Full SEC Brochure

Location

1 Marina Park Drive, Ste 1600, Boston, MA, 02210-1832

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History

Regulatory History (1)
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Criminal
October 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Russell owns rental property and an LLC for pass-through compensation. He also serves as a State Representative, dedicating about 10-20% of his time, and is a Notary Public, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
June 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
September 2016 - March 2017 · 6 mos
Ameriprise Financial Services, INC.
July 2008 - September 2016 · 8 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2004 - September 2016 · 12 yrs 8 mos
Ids Life Insurance CompanyBroker
January 2004 - July 2006 · 2 yrs 6 mos
State Registrations17 states
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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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