PM
ChFC
PM
ChFC

Patrick Mcnair

44 Years of Experience
Imperial, NE
BrokerSells Insurance

Patrick Mcnair is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Imperial, NE, with 44 years of industry experience. Patrick 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

529 Broadway, Imperial, NE, 69033

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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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Other Business ActivitiesSells Insurance

Patrick sells health and group life insurance through Compro, and is an agent/owner/stockholder/president at McNair Agency, Inc., a property/casualty agency; these activities take about 10-20% of his time. He also has ownership in a family farm, dedicating minimal time to it.

Employment History
Current Registrations
MML Investors Services, LLC
January 2007 - Present · 19 yrs 9 mos
MML Investors Services, LLCBroker
February 1983 - Present · 43 yrs 8 mos
Previous Registrations
Massachusetts Mutual Life Insurance CompanyBroker
April 1982 - January 1988 · 5 yrs 9 mos
State Registrations3 states
COKSNE
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.