Eugene Rodriguez
Eugene Rodriguez is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Tampa, FL, with 19 years of industry experience. Eugene 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
2502 N. Rocky Point Drive, Suite 695, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Eugene owns simple rental property since 2017, dedicating minimal time to it. He is also an insurance agent since 2006, selling life, health, group health, accident, fixed annuity, and long-term care insurance, which takes a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations22 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.