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Advisors / North Carolina / Charlotte
29yrs

John Dameron

Financial advisor at MML Investors Services

John Dameron is a fiduciary financial advisor in Charlotte, North Carolina, with 29 years in the industry. John joined MML Investors Services in 2002, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28209Top 11% by experience in CharlotteFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 11% by experience in Charlotte
Office4350 Congress Street Suite 300, Charlotte, NC 28209
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?2 states

Services through MML Investors Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2002 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call John’s local office at (704) 557-9600 or the MML Investors Services main office at (413) 226-0000, and ask for John Dameron.

How long has John been a financial advisor?

John has been in the industry since 1997, about 29 years. Top 11% by experience in Charlotte.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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