TrueAdvisor
TrueAdvisor
CC
CC

Courtney Coombs

MML Investors Services, LLC
20 Years of Experience
Glen Allen, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Courtney Coombs is a registered investment advisor at MML Investors Services, LLC, based in Glen Allen, VA, with 20 years of industry experience. Courtney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

East Shore 1, 100 Eastshore Drive, Suite 300, Glen Allen, VA, 23059

Get directions

History

Regulatory History (1)
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.
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLCBroker
August 2026 - Present · 2 mos
MML Investors Services, LLC
August 2026 - Present · 2 mos
Previous Registrations
Equity Services, INC.Broker
January 2026 - August 2026 · 7 mos
Esi Financial Advisors
January 2026 - August 2026 · 7 mos
Edward JonesBroker
April 2025 - December 2025 · 8 mos
Edward Jones
April 2025 - December 2025 · 8 mos
Ameriprise Financial Services, LLC
May 2012 - April 2025 · 12 yrs 11 mos
Ameriprise Financial Services, LLCBroker
May 2012 - April 2025 · 12 yrs 11 mos
Ameriprise Financial Services, INC.
April 2006 - January 2012 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
March 2006 - January 2012 · 5 yrs 10 mos
State Registrations6 states
FLGANCSCTNVA
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.
More Advisors
More financial advisors in Glen Allen, VA →All financial advisors in Virginia →