John
Foley
Mml Investors Services, LLC
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About this Advisor
John Foley is a certified financial planner operating out of Southborough, Massachusetts. Foley is an advisor for Mml Investors Services, LLC. Over the course of their career, they have held roles at Bentley University, Pratt & Whitney, Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Fidelity Investments, Fidelity Personal And Workplace Advisors, Amazon/Whole Foods, New England Investment & Retirement Group, Inc, Neirg Wealth Management, LLC, Fidelity Brokerage Services LLC, Strategic Advisers LLC, Mcadam, LLC, Voya Financial Advisors, Inc, Massmutual Life Insurance Co and Mml Investment Services, LLC. Foley maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Mml Investors Services, LLC is a registered investment firm operating out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 people on staff. It handles $59 billion in assets between its 326,297 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 447 charitable organizations. Mml Investors Services, LLC provides a wide 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 management usually depend on which services the firm provides the client. However, fees billed by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
John Foley Work History
John has been registered as a financial advisor for 0 years.*
Massmutual Life Insurance Co
Mml Investment Services, LLC
New England Investment & Retirement Group, Inc
Neirg Wealth Management, LLC
Amazon/Whole Foods
Fidelity Personal And Workplace Advisors
Strategic Advisers LLC
Fidelity Investments
Fidelity Brokerage Services LLC
Ing Financial Partners, Inc
Mcadam Financial Group
Purshe Kaplan Sterling Investments
Mcadam, LLC
Voya Financial Advisors, Inc
Pratt & Whitney
Bentley University
*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 John 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
Chesterfield, MO
Iselin, NJ
Dallas, TX
Lehi, UT
Lake Oswego, OR
Dallas, TX
Seattle, WA
Springfield, MA
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.
