DH
ChFC
DH
ChFC

David Horine

13 Years of Experience
Charleston, SC
1 DisclosureBroker

David Horine is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Charleston, SC, with 13 years of industry experience. David 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

40 Calhoun Street, Suite 310, Charleston, SC, 29401

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History

Regulatory History (1)
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Customer Dispute
July 2019
Settled
Other Business Activities

David is the owner/partner of Mount Pleasant Tax LLC, providing tax preparation services, dedicating about 10-20% of his time. He is also a non-compensated board member of the nonprofit Just Bee, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
April 2025 - Present · 1 yr 6 mos
MML Investors Services, LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
LPL Enterprise, LLC
February 2025 - May 2025 · 3 mos
LPL Enterprise, LLCBroker
February 2025 - May 2025 · 3 mos
Mwa Financial Services, INC.
July 2024 - March 2025 · 8 mos
Mwa Financial Services INC.Broker
November 2012 - March 2025 · 12 yrs 4 mos
State Registrations10 states
COFLGAILINMAMDNCSCVA
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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