CL
CFP
CL
CFP

Christopher Lewis

8 Years of Experience
San Jose, CA
BrokerSells Insurance

Christopher Lewis is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in San Jose, CA, with 8 years of industry experience. Christopher 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
5086 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

100 Century Center Court, Suite 340, San Jose, CA, 95112

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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

Christopher provides private baseball hitting instruction to young players, dedicating about 10-20% of his time. He is also a financial advisor with Harris Private Wealth Management & Insurance Solutions, Inc., offering life, disability, long-term care, and fixed annuity insurance products, dedicating minimal time to this role.

Employment History
Current Registrations
MML Investors Services, LLC
August 2018 - Present · 8 yrs 2 mos
MML Investors Services, LLC
April 2018 - Present · 8 yrs 6 mos
MML Investors Services, LLCBroker
April 2018 - Present · 8 yrs 6 mos
State Registrations13 states
AZCACOFLGAHIMAMNNCNVNYORWA
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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