Charles Emerson
Charles Emerson is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Hernando, MS, with 22 years of industry experience. Charles 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2430 Caffey St, Hernando, MS, 38632
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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
Charles owns Stewardship Properties, LLC, a real estate venture, since 2017. He is also a member and ruling elder at Christ Covenant Church, dedicating a few hours per week. Charles also sells individual life, health, group life, and group health insurance through Independent Planning Group and is a partner in IPG, LLC, a shell company for tax purposes.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations53 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.
Exams
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