BA
ChFC
BA
ChFC

Britton Adams

20 Years of Experience
Gainesville, GA
BrokerSells Insurance

Britton Adams is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Gainesville, GA, with 20 years of industry experience. Britton 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

200 Main St SW, Suite 106, Gainesville, GA, 30501

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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

Britton is an insurance agent selling life, disability, and fixed annuities, dedicating minimal time to this activity. He is also the president and sole member of The Z Group, a DBA used to promote his financial services business, spending a few hours per week on this.

Employment History
Current Registrations
MML Investors Services, LLC
May 2023 - Present · 3 yrs
MML Investors Services, LLC
May 2023 - Present · 3 yrs
MML Investors Services, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Park Avenue Securities LLC
April 2007 - May 2023 · 16 yrs 1 mo
Park Avenue Securities LLCBroker
March 2006 - May 2023 · 17 yrs 2 mos
State Registrations4 states
FLGASCVA
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.