CW
CW

Christopher Williamson

15 Years of Experience
Charleston, SC
BrokerSells Insurance

Christopher Williamson is a registered investment advisor at MML Investors Services, LLC, based in Charleston, SC, with 15 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

2265 Clements Ferry Rd, Ste 206, Charleston, SC, 29492

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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 is an insurance agent selling individual life, health, group life, group health, and individual fixed and variable annuities since 2019. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
February 2017 - March 2017 · 1 mo
Metlife Securities INC.
July 2013 - February 2015 · 1 yr 7 mos
Msi Financial Services, INC.Broker
August 2011 - March 2017 · 5 yrs 7 mos
Nylife Securities LLCBroker
May 2007 - August 2008 · 1 yr 3 mos
State Registrations7 states
FLGAMSNCSCTXWA
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.
Christopher Williamson - Financial Advisor | TrueAdvisor