Joshua Marchal
Joshua Marchal is a registered investment advisor at MML Investors Services, LLC, based in Florham Park, NJ, with 17 years of industry experience. Joshua 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
Florham Park, NJ
Get directionsHistory
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 Activities
Joshua is the Chief Operation Officer and 26% owner of The Arena, Inc., an indoor sports training facility, and spends a few hours per week on this. He also serves as an elected town councilman, a volunteer firefighter and treasurer, and a little league umpire, each requiring a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Lincoln InvestmentBroker
Lincoln Investment
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Prudential Investment Management Services LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Chase Investment Services CORP.Broker
State Registrations3 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.