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CFP
WE
CFP

William Egan

MML Investors Services, LLC
44 Years of Experience
Wall, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Egan is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Wall, NJ, with 44 years of industry experience. William 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.

MML Investors Services, LLC
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

1821 State Route 71, 1st Floor North, Wall, NJ, 07719

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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

William is a trustee for the William J. Egan Family Trust, co-owner of a rental property, and Chairman of the House Committee for Springlake Golf Club. He also sells life, health, disability, fixed annuities, long-term care, and employee benefit plans insurance, dedicating about 10-20% of his time to this, and is an employee with Magyar Bank Subsidiary-Magyar Financial Services.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
October 2002 - March 2017 · 14 yrs 5 mos
Msi Financial Services, INC.Broker
February 2002 - March 2017 · 15 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2002 - July 2007 · 5 yrs 5 mos
Moore & Schley/meeker Sharkey Group INC.Broker
February 1985 - December 1988 · 3 yrs 10 mos
1717 Capital Management CompanyBroker
April 1982 - March 2002 · 19 yrs 11 mos
State Registrations10 states
AZCACTDEFLMANJNYPATX
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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