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Samuel Lush

19 Years of Experience
South Williamsport, PA
1 DisclosureBrokerSells Insurance

Samuel Lush is a registered investment advisor at MML Investors Services, LLC, based in South Williamsport, PA, with 19 years of industry experience. Samuel 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.

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.

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Location

811 South Market St, South Williamsport, PA, 17702

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History

Regulatory History (1)
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Financial
October 2021
Final
Other Business ActivitiesSells Insurance

Samuel is co-owner of General Potter Farm, a special event venue/VRBO home, and is involved with several foundations, a dinner club, the Chamber of Commerce, and a cemetery association. He also works as an agent selling fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
MML Investors Services, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
March 2023 - March 2025 · 2 yrs
LPL Financial LLC
March 2023 - March 2025 · 2 yrs
Cetera Investment Advisers LLC
January 2014 - March 2023 · 9 yrs 2 mos
Cetera Investment Services LLCBroker
November 2011 - March 2023 · 11 yrs 4 mos
Cetera Investment Services LLC
November 2011 - January 2014 · 2 yrs 2 mos
MML Investors Services, LLC
March 2009 - November 2011 · 2 yrs 8 mos
MML Investors Services, LLCBroker
February 2007 - November 2011 · 4 yrs 9 mos
State Registrations3 states
COMNPA
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.