Lukas
Foley

Mml Investors Services, LLC

CRD#7378392
Investment Advisor
in Atlanta, GA

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About this Advisor

Lukas Foley is a financial advisor working out of Atlanta, Georgia, who has 12 years of work experience. Foley is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Massmutual Life Insurance Co, Mml Investors Services, LLC, James Madison University, Acac Fitness And Wellness, Chantilly High School, Papa John'S Pizza, Live Nation (Ticketmaster) and Starr Hill Presents. Foley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Mml Investors Services, LLC is a registered investment company that has its headquarters in Atlanta, Georgia. The company has offices in 1,155 locations and a total of 7,620 employees. It manages $63 billion in assets under management between its 287,089 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 384 charities and foundations. Mml Investors Services, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually are based on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

GA Average: $16,012,751,954
Total Number of Employees

7,620

GA Average: 118
Total Number of Accounts

287,089

GA Average: 4,567
Average Account Size

$219,257

GA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lukas Foley Work History

Lukas has 12 years of experience.

2021 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (3 years)

Massmutual Life Insurance Co

2019 - 2020 (1 year)

Acac Fitness And Wellness

2018 - 2018 (< 1 year)

Live Nation (Ticketmaster)

2016 - 2018 (2 years)

Starr Hill Presents

2014 - 2017 (3 years)

James Madison University

2014 - 2014 (< 1 year)

Papa John'S Pizza

2010 - 2014 (4 years)

Chantilly High School

Disclosures

Lukas Foley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kevin Hardee
Hernando, MS
Andrew Stauff
Minneapolis, MN
Cesar Canizalez
San Antonio, TX
Pedro Lugo
Orlando, FL
Rakesh Budhram
Ozone Park, NY
Richard Levy
Indianapolis, IN
Vincent Vaghi
Bethesda, MD
Coleman Barron
Memphis, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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