Brian Mcgeehan
Brian Mcgeehan is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 27 years of industry experience. Brian 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16 Campus Blvd, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2018Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Brian is an insurance agent selling group health and life insurance products since January 2023, dedicating minimal time to this activity. Brian also owns a rental property since 2011, spending minimal time on it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Newsquare Capital, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 states
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
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