Everette Seay
Everette Seay is a registered investment advisor at MML Investors Services, LLC, based in Jacksonville, FL, with 18 years of industry experience. Everette 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
6817 Southpoint Pkwy, Suite 804, Jacksonville, FL, 32216
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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
Everette is an insurance agent selling life, disability, long-term care, and health insurance, dedicating minimal time to this. He also coaches high school basketball, spending about a quarter of his time on this, and is a member of Captain Holdings LLC, which owns his office building, with no duties. Finally, Everette is a managing member of Lume Partners LLC, a real estate venture, dedicating a few hours per week to administrative tasks.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Equity Services, INC.Broker
Esi Financial Advisors
Lba Wealth Management, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 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.