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Tevin Hodge

11 Years of Experience
New York, NY
BrokerSells Insurance

Tevin Hodge is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 11 years of industry experience. Tevin 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

420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170

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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

Tevin sells fixed annuities and life/accident/health insurance products, dedicating about 10-20% of his time to this activity. He also works as a delivery driver for Uber Eats, spending about half his time on this.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 4 yrs 11 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.Broker
October 2016 - March 2017 · 5 mos
Foresters Financial Services, INC.Broker
September 2014 - October 2016 · 2 yrs 1 mo
State Registrations11 states
ALCACTFLMDNCNJNYORSCVA
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.