Kaitlyn Dell
Kaitlyn Dell is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Newport Beach, CA, with 8 years of industry experience. Kaitlyn 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
4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660
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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
Kaitlyn is an agent selling life, disability, long-term care, fixed annuities, and health insurance since 2021. She dedicates minimal time to presenting, selling, and servicing insurance with outside carriers.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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
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