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CFP
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CFP

Richard Schega

MML Investors Services, LLC
22 Years of Experience
Metairie, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Richard Schega is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Metairie, LA, with 22 years of industry experience. Richard 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

3838 North Causeway Boulevard, Suite 3400, Metairie, LA, 70002

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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

Richard is involved in several outside business activities, including being a sales agent for an insurance brokerage, vice president of a foundation, and board member for a non-profit. He also owns rental real estate and a personal airplane rental business, and oversees property and casualty insurance sales.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
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.
September 2014 - March 2017 · 2 yrs 6 mos
Msi Financial Services, INC.Broker
January 2014 - March 2017 · 3 yrs 2 mos
USAA Financial Planning Services
November 2009 - January 2014 · 4 yrs 2 mos
USAA Financial Advisors, INC.Broker
November 2009 - January 2014 · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
June 2008 - October 2009 · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2008 - October 2009 · 1 yr 4 mos
Edward Jones
January 2007 - June 2008 · 1 yr 5 mos
Edward JonesBroker
May 2004 - June 2008 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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