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Christopher Barr

20 Years of Experience
Allentown, PA
BrokerSells Insurance

Christopher Barr is a registered investment advisor at MML Investors Services, LLC, based in Allentown, PA, with 20 years of industry experience. Christopher 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

4905 Tilghman Street, Suite 200, Allentown, PA, 18104

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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

Christopher sells individual life, health, group life, and group health insurance. This activity takes minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
May 2019 - Present · 7 yrs
MML Investors Services, LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Lockwood Advisors INC
June 2013 - April 2019 · 5 yrs 10 mos
Pershing LLCBroker
June 2013 - April 2019 · 5 yrs 10 mos
New England SecuritiesBroker
September 2010 - May 2013 · 2 yrs 8 mos
Tower Square Securities, INC.Broker
September 2010 - May 2013 · 2 yrs 8 mos
Walnut Street Securities, INC.Broker
September 2010 - May 2013 · 2 yrs 8 mos
Metlife Securities INC.
March 2008 - May 2013 · 5 yrs 2 mos
Metlife Securities INC.Broker
January 2006 - May 2013 · 7 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations24 states
AZCACOCTDEFLGAINMAMDMOMSNCNHNJNYOHPASCTXVAVTWAWI
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.