CP
CFP · ChFC
CP
CFP · ChFC

Christopher Price

15 Years of Experience
Ft Lauderdale, FL
BrokerSells Insurance

Christopher Price is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 15 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637

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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

Christopher is an agent for Price Wealth Advisors, selling insurance products including life, disability, long-term care, and fixed annuities, dedicating minimal time to this. He is also a mortgage loan originator, president/founder of a non-profit, and offers ERISA fidelity bonds.

Employment History
Current Registrations
MML Investors Services, LLC
April 2020 - Present · 6 yrs 1 mo
MML Investors Services, LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Sagepoint Financial, INC.
April 2020 - April 2020 · 0 mos
Sagepoint Financial, INC.Broker
March 2020 - April 2020 · 1 mo
MML Investors Services, LLC
March 2017 - March 2020 · 3 yrs
MML Investors Services, LLCBroker
March 2017 - March 2020 · 3 yrs
Msi Financial Services, INC.
May 2011 - March 2017 · 5 yrs 10 mos
Msi Financial Services, INC.Broker
April 2011 - March 2017 · 5 yrs 11 mos
Edward Jones
July 2010 - January 2011 · 6 mos
Edward JonesBroker
July 2010 - January 2011 · 6 mos
State Registrations28 states
ALAZCACOFLGAIDILINKYMAMDMIMNMONCNENJNVNYOHPASCTXUTVAWAWI
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.