ME
CFP · ChFC
ME
CFP · ChFC

Marcus Esposito

17 Years of Experience
Memphis, TN
BrokerSells Insurance

Marcus Esposito is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 17 years of industry experience. Marcus 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

618 Oakleaf Office Lane, Ste 300, Memphis, TN, 38117

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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

Marcus is a sales agent for individual life, health, group life, and group health insurance, dedicating minimal time to this. He also has a 30% partnership in Longview Planning Partners LLC and teaches a financial literacy course at the University of Tennessee Health Science Center.

Employment History
Current Registrations
MML Investors Services, LLC
January 2012 - Present · 14 yrs 9 mos
MML Investors Services, LLCBroker
February 2009 - Present · 17 yrs 8 mos
State Registrations44 states
ALARAZCACODCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
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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