Robert
Mcwilliams

Mml Investors Services, LLC

CRD#2158247
Investment Advisor
in Savannah, GA

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About this Advisor

Robert Mcwilliams is a financial advisor who works in Savannah, Georgia, who has been in the financial industry for 10 years. Mcwilliams is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Mml Investors Services, LLC, Nfp Securities Inc and Massachusetts Mutual Life Insurance Co. Mcwilliams has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia and Texas. Mml Investors Services, LLC is a registered investment company headquartered in Savannah, Georgia. It has offices in 1,335 locations and a total of 7,471 financial advisors. It oversees $40 billion in assets under management among its 206,878 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 254 charities and foundations. Mml Investors Services, LLC offers a broad range 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 advisory services depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Yes

Office Location

7393 Hodgson Memorial Drive Suite 201
Savannah, GA 31406

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

GA Average: 118
Total Number of Accounts

206,878

GA Average: 4,567
Average Account Size

$191,239

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

Robert Mcwilliams Work History

Robert has 10 years of experience.

2014 - Present (7 years)

Mml Investors Services, LLC

2014 - Present (7 years)

Massachusetts Mutual Life Insurance Co

2010 - 2014 (4 years)

Nfp Securities Inc

Disclosures

Robert Mcwilliams has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Mengning Zhou
Fremont, CA
Matthew Addy
Lansing, MI
Ian Rice
Wilsonville, OR
Christopher Schneider
Bethesda, MD
Michael Everritt
Tampa, FL
William Stephenson
Bala Cynwyd, PA
Jeremy Harness
Chesterfield, MO
Brent Blair
Atlanta, GA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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