Donte Lloyd
Donte Lloyd is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Radnor, PA, with 11 years of industry experience. Donte 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 King of Prussia Road, Suite 501, Radnor, PA, 19087
Get directionsHistory
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
Donte is the treasurer of a Black Alumni Organization at the University of Delaware, dedicating minimal time. Donte also owns an outside insurance business selling various insurance products and rents out his personal vehicle on Turo, dedicating minimal time to each activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 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.
Exams
More Advisors
- Andrew Starfield, ChFCMML Investors Services, LLC
- Zachary GolenMML Investors Services, LLC
- Zoe Tauriello, CFPMML Investors Services, LLC
- Linda Katz, ChFCMML Investors Services, LLC
- Aidan PetersMML Investors Services, LLC
- Alvin Kingcade, ChFCMML Investors Services, LLC