Chad Tourin
Chad Tourin is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Plantation, FL, with 10 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
950 South Pine Island Rd, Suite A150, Plantation, FL, 33324
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad owns Tourin Financial Group LLC for receiving 1099 income, Graduate LLC providing education to graduate students, and Estate.Studio LLC, a tech platform for attorneys. Chad is also an insurance broker for Kinnect Financial, LLC, selling life, disability, long-term care, fixed annuities, and health insurance, dedicating a few hours per week, and maintains active CPA and attorney licenses, though not actively practicing.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Pruco Securities, LLC.Broker
State Registrations17 states
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