Samuel Lush
Samuel Lush is a registered investment advisor at MML Investors Services, LLC, based in South Williamsport, PA, with 19 years of industry experience. Samuel 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
811 South Market St, South Williamsport, PA, 17702
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Regulatory History (1)
Financial
October 2021Other 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
MML Investors Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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.