BL
CFP · ChFC
BL
CFP · ChFC

Brittani Long

5 Years of Experience
Atlanta, GA
1 DisclosureBroker

Brittani Long is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 5 years of industry experience. Brittani 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

7000 Peachtree Dunwoody Road, Bldg 12 Suite 200, Atlanta, GA, 30328

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History

Regulatory History (1)
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Criminal
March 2013
Final Disposition
Employment History
Current Registrations
MML Investors Services, LLC
January 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLCBroker
September 2020 - Present · 5 yrs 8 mos
State Registrations2 states
GANJ
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.
Brittani Long - Financial Advisor | TrueAdvisor