RA
ChFC
RA
ChFC

Robert Anderson

18 Years of Experience
Brentwood, TN
3 DisclosuresBrokerSells Insurance

Robert Anderson is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Brentwood, TN, with 18 years of industry experience. Robert 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
5077 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

10 Cadillac Dr, Suite 300, Brentwood, TN, 37027

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History

Regulatory History (3)
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Customer Dispute
April 2025
Pending
Employment Separation After Allegations
March 2018
Customer Dispute
January 2015
Settled
Other Business ActivitiesSells Insurance

Robert is an agent for The Legacy Financial Group, selling individual life and health insurance since 2012. This requires a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
May 2018 - Present · 8 yrs 5 mos
MML Investors Services, LLCBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Eagle Strategies LLC
May 2011 - March 2018 · 6 yrs 10 mos
Nylife Securities LLCBroker
November 2007 - March 2018 · 10 yrs 4 mos
State Registrations17 states
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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.
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