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 operating in Atlanta, Georgia who has 1 year of industry experience. Foley is currently employed by Mml Investors Services, LLC. Throughout their career, Foley has worked 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 registered to work in Georgia. Mml Investors Services, LLC is an advisory firm that has its headquarters in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It manages $59 billion in assets among its 326,297 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 447 charities and foundations. The business has a number of services, such as 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. A financial advisor's fee schedules usually are based on the services offered. Fee types billed by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

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

$58,787,051,166

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

7,379

GA Average: 118
Total Number of Accounts

326,297

GA Average: 4,567
Average Account Size

$180,164

GA Average: $3,506,186

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 been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mml Investors Services, LLC

2020 - Present (4 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lukas Foley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Ricardo Reyes
Iselin, NJ
Michael Everritt
Tampa, FL
David Samuelsen
Springfield, MA
Christopher Thrower
Dallas, TX
John Whitehead
Lake Oswego, OR
Stephen Bishop
Bethlehem, PA
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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