Timothy
Swanson

Mma Securities LLC

CRD#4367261
Investment Advisor
in Boston, MA

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About this Advisor

Timothy Swanson is a financial advisor based in Boston, Massachusetts, working with Mma Securities LLC. Timothy has previously held positions at Keycorp, Lpl Financial, LLC, Marsh Mclennan Agency, and Mma Securities LLC. Timothy is registered to provide services in North Carolina. Currently, Timothy is part of Mma Securities LLC, which operates out of Boston, Massachusetts. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Huntington Ave Suite 401
Boston, MA 02199

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

MA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Swanson Work History

2023 - Present (1 year)

Mma Securities LLC

2021 - Present (3 years)

Marsh Mclennan Agency

2018 - 2023 (5 years)

Lpl Financial, LLC

2009 - 2016 (7 years)

Keycorp

Disclosures

Please visit the SEC profile of Timothy Swanson 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 Mma Securities LLC

Israel Gratrix
San Diego, CA
Cody Lippert
San Diego, CA
Marc Zimmerman
Boston, MA
Matthew Posteuca
Minneapolis, MN
Bradley Altman
Dallas, TX
Matthew Nault
Boston, MA
Michael Serra
Boston, MA
Joshua Condron
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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