Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

Spanaway, WA

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History

Regulatory History (1)
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Financial
September 2017
Final
Employment History
Current Registrations
MML Investors Services, LLC
December 2024 - Present · 1 yr 2 mos
MML Investors Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
MML Investors Services, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations4 states
GATXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.