TM
CFP
TM
CFP

Timothy Mcdonough

19 Years of Experience
Hunt Valley, MD
1 DisclosureBrokerSells Insurance

Timothy Mcdonough is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 19 years of industry experience. Timothy 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.

Loading...

Location

11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2007
Final
Other Business ActivitiesSells Insurance

Timothy is a sales agent for life, health, disability, and long-term care insurance since 2011, dedicating about 10-20% of his time. He is also a sales agent for Statera Retirement, LLC and Statera Advisors, LLC, selling life, health, disability, fixed annuities, and long-term care insurance, dedicating about a quarter of his time to each.

Employment History
Current Registrations
MML Investors Services, LLC
August 2010 - Present · 16 yrs 2 mos
MML Investors Services, LLC
April 2010 - Present · 16 yrs 6 mos
MML Investors Services, LLCBroker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Interaction
May 2007 - March 2010 · 2 yrs 10 mos
State Registrations12 states
CACODCDEFLMDMENCNJNYPAVA
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.
More Advisors