Robert Link
Robert Link is a registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 12 years of industry experience. Robert 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
11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2018Other Business ActivitiesSells Insurance
Robert is an insurance broker with Statera Advisors, LLC, selling life, disability, long-term care, fixed annuities, and health insurance products since 2021. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Cabot Lodge Securities LLCBroker
Ifs SecuritiesBroker
Sb Advisory, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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.