HP
ChFC
HP
ChFC

Hyun Park

20 Years of Experience
Walnut Creek, CA
2 DisclosuresBroker

Hyun Park is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Walnut Creek, CA, with 20 years of industry experience. Hyun 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

1676 N California Blvd, Ste 430, Walnut Creek, CA, 94596

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1996
Final Disposition
Criminal
March 1995
Final Disposition
Other Business Activities

Hyun owns simple rental property since 2010 and is an associate board member of the Korean American Community Foundation since 2019, dedicating minimal time to each. Hyun is also the CEO of Hyun Joo Park & Associates, LLC, spending a few hours per week on compliance, accounting, and other administrative duties.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
April 2008 - March 2017 · 8 yrs 11 mos
Msi Financial Services, INC.Broker
October 2005 - March 2017 · 11 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2005 - July 2007 · 1 yr 9 mos
State Registrations13 states
AZCACOFLHIILMAMINCNVOKTXWA
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.
Hyun Park - Financial Advisor | TrueAdvisor