RH
ChFC
RH
ChFC

Robert Homer

50 Years of Experience
Albuquerque, NM
Broker

Robert Homer is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Albuquerque, NM, with 50 years of industry experience. Robert 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

5600 Wyoming Ne, Suite 150-A, Albuquerque, NM, 87109

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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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Employment History
Current Registrations
MML Investors Services, LLC
February 2015 - Present · 11 yrs 8 mos
MML Investors Services, LLCBroker
March 1996 - Present · 30 yrs 7 mos
Previous Registrations
G. R. Phelps & CO., INC.Broker
July 1976 - March 1996 · 19 yrs 8 mos
State Registrations3 states
CANMTX
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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