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Charlene Flick
9 Years of Experience
Allentown, PA
1 DisclosureBroker
Charlene Flick is a registered investment advisor at MML Investors Services, LLC, based in Allentown, PA, with 9 years of industry experience. Charlene 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
5077 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
4905 Tilghman Street, Suite 200, Allentown, PA, 18104
Get directionsHistory
Regulatory History (1)
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Financial
May 2019Final
Employment History
Current Registrations
MML Investors Services, LLC
September 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
October 2016 - March 2017 · 5 mos
State Registrations3 states
NJNYPA
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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