William
Mulcahy

Mml Investors Services, LLC

CRD#6095690
Investment Advisor
in West Des Moines, IA

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About this Advisor

William Mulcahy is an investment advisor whose office is in West Des Moines, Iowa. Currently an investment advisor at Mml Investors Services, LLC, they have accumulated 10 years of practice in the financial advisory industry. Mulcahy maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Mulcahy is registered to serve customers based out of Iowa and Texas. Over the course of their career, Mulcahy has held roles at Northwestern Mutual Investment Services, LLC, Fareway Stores Inc, Northwestern Mutual Life Insurance Company, Iowa State University, Massmutual Life Insurance Co and Mml Investors Services, LLC. Mml Investors Services, LLC is based out of West Des Moines, Iowa, and has 1,335 other offices in the United States. As a firm, Mml Investors Services, LLC manages $29 billion in assets across 238,365 accounts and employs more than 8,095 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

No

Office Location

5550 Wild Rose Lane Ste 100
West Des Moines, IA 50266

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

IA Average: 118
Total Number of Accounts

185,684

IA Average: 4,567
Average Account Size

$162,035

IA 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

William Mulcahy Work History

William has 10 years of experience.

2015 - Present (4 years)

Massmutual Life Insurance Co

2015 - Present (4 years)

Mml Investors Services, LLC

2015 - 2015 (< 1 year)

Northwestern Mutual Investment Services, LLC

2012 - 2015 (3 years)

Northwestern Mutual Investment Services, LLC

2012 - 2012 (< 1 year)

Fareway Stores Inc

2012 - 2015 (3 years)

Northwestern Mutual Life Insurance Company

2010 - 2010 (< 1 year)

Fareway Stores Inc

2008 - 2012 (4 years)

Iowa State University

Disclosures

William Mulcahy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jordan Kessel
Buffalo, NY
Bartlett Writer
Denver, CO
Brian Clifford
Elkridge, MD
Matthew Collins
Costa Mesa, CA
Cindy Ryan
Warwick, RI
Michael Binswanger
Walnut Creek, CA
Brian Holden
Winston Salem, NC
Richard Schulz
Cleveland, OH

This content was compiled from the SEC and FINRA.

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