RM
RM

Robert Mcgee

32 Years of Experience
Hartsville, SC
1 DisclosureBrokerSells Insurance

Robert Mcgee is a registered investment advisor at MML Investors Services, LLC, based in Hartsville, SC, with 32 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

546 West Carolina Avenue, Hartsville, SC, 29551

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015
Settled
Other Business ActivitiesSells Insurance

Robert works as an individual life insurance agent since 1993, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
MML Investors Services, LLC
January 2000 - Present · 26 yrs 9 mos
MML Investors Services, LLCBroker
November 1993 - Present · 32 yrs 11 mos
State Registrations10 states
AZFLGAILKSNCNJSCTXVA
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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