MM
CFA · CFP
MM
CFA · CFP
Michael Mcgeoghan
12 Years of Experience
Agawam, MA
1 DisclosureBroker
Michael Mcgeoghan is a CFA, CFP-designated registered investment advisor at MML Investors Services, LLC, based in Agawam, MA, with 12 years of industry experience. Michael 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
Agawam, MA
Get directionsHistory
Regulatory History (1)
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Financial
August 2022Final
Employment History
Current Registrations
MML Investors Services, LLC
June 2022 - Present · 4 yrs 4 mos
MML Investors Services, LLC
June 2022 - Present · 4 yrs 4 mos
MML Investors Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Origin Financial
February 2022 - June 2022 · 4 mos
Mcgeoghan Wealth Management and Financial Planning
May 2021 - May 2022 · 1 yr
Money Concepts Advisory Service
February 2021 - March 2021 · 1 mo
Money Concepts Capital CORPBroker
January 2021 - March 2021 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
November 2019 - June 2020 · 7 mos
MML Investors Services, LLCBroker
April 2019 - May 2019 · 1 mo
MML Investors Services, LLCBroker
July 2012 - March 2019 · 6 yrs 8 mos
State Registrations2 states
CTMA
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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