BG
CFP
BG
CFP

Brian Gallacher

10 Years of Experience
Bulverde, TX
BrokerSells Insurance

Brian Gallacher is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Bulverde, TX, with 10 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
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

Bulverde, TX

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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

Brian is an insurance agent selling life, fixed annuities, disability, and long-term care insurance, dedicating about half of his time to this activity. He also co-owns rental property and serves as a church clerk, spending minimal time and a few hours per week, respectively, on these roles.

Employment History
Current Registrations
MML Investors Services, LLC
October 2022 - Present · 4 yrs
MML Investors Services, LLC
October 2022 - Present · 4 yrs
MML Investors Services, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2016 - October 2022 · 6 yrs 6 mos
State Registrations26 states
ARAZCACOFLGAILKSLAMDMIMOMSNCNJNMNYOKPATNTXUTVAWAWIWY
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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