SC
ChFC
SC
ChFC

Sarah Clark

19 Years of Experience
Hanover, PA
BrokerSells Insurance

Sarah Clark is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Hanover, PA, with 19 years of industry experience. Sarah 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

908 Baltimore Street, Hanover, PA, 17331

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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

Sarah is an agent for Midland Fixed Indexed Annuities and sells health and life insurance. She also co-owns rental property, collecting rent and maintaining the property; these activities take minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
July 2008 - March 2017 · 8 yrs 8 mos
Msi Financial Services, INC.Broker
July 2008 - March 2017 · 8 yrs 8 mos
AXA Advisors, LLC
August 2007 - July 2008 · 11 mos
AXA Advisors, LLCBroker
July 2007 - July 2008 · 1 yr
State Registrations7 states
FLMDMNNCPASCVA
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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