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Advisors / Massachusetts / Boston
30yrs

Robert Peter Bourque

Financial advisor at MML Investors Services

Boston, MA 02210Top 16% by experience in BostonFiduciary advisor
Call the officeDirections

At a glance

Experience30 years (since 1996)
How that compares ?Top 16% by experience in Boston
Office280 Congress St Suite 1300, Boston, MA 02210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state

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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    MML Investors Services, LLCCurrent firm
  2. Jan 2013 – Aug 2014
    GL Investment Services, LLCPreviously
  3. Jan 2013 – Aug 2014
    GL Capital PartnersPreviously

Questions to ask Robert

Tailored to Robert’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 Robert

How do I contact Robert?

Call MML Investors Services at (413) 226-0000 and ask for Robert Peter Bourque. Robert works from the Boston, MA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1996, about 30 years. Top 16% by experience in Boston.

What licenses does Robert hold?

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

Is Robert a fiduciary?

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

How is Robert paid?

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

Official record as of October 2, 2026.

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

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