RM
ChFC
RM
ChFC

Ryan Montgomery

19 Years of Experience
Memphis, TN
BrokerSells Insurance

Ryan Montgomery is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 19 years of industry experience. Ryan 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

5100 Poplar Ave, Suite 2300, Memphis, TN, 38137

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ryan is involved in life and health insurance sales through Knowlton Benefit Consultants, Inc. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
September 2012 - Present · 14 yrs 1 mo
MML Investors Services, LLCBroker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
New England Securities Corporation
October 2008 - September 2012 · 3 yrs 11 mos
New England SecuritiesBroker
August 2007 - September 2012 · 5 yrs 1 mo
State Registrations29 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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