Conor Egan
Conor Egan is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Wall, NJ, with 19 years of industry experience. Conor 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
1821 State Route 71, 1st Floor North, Wall, NJ, 07719
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Conor is a partner in Egan Lynch Financial Group, LLC, a Mass Mutual DBA, since 2016. He is also an outside insurance broker selling property and casualty insurance, dedicating minimal time to this activity, and serves as a director for a non-profit charity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
CBIZ Retirement Plan Services
CBIZ Financial Solutions, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 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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