Raymond Crane is a registered investment advisor at MML Investors Services, LLC, based in Buffalo, NY, with 21 years of industry experience. Raymond 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
726 Exchange St, Suite 822, Buffalo, NY, 14210
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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.
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Raymond is an advisor representative of a registered investment advisor (RIA) through Wealth Advisors Network Inc, spending a few hours per week on investment-related activities. He is also a partner in a full-service CPA firm, Brock Schechter And Plakoff, LLP, dedicating full-time hours to this role.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Wealth Advisors Network, INC.
Cambridge Investment Research, INC.Broker
1st Global Capital CORP.Broker
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations1 state
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