Mml Investors Services, LLC
About this Advisor
Geoffrey Mclawhorn is an advisor in New Bern, North Carolina. Currently a registered advisor at Mml Investors Services, LLC, they have gathered 11 years of work experience as a financial advisor. Mclawhorn maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Mclawhorn is able to work with clients based out of North Carolina. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Massachusetts Mutual Life Insurance Co and Mml Investors Services, LLC. Mml Investors Services, LLC is based out of New Bern, North Carolina, and operates out of 1,335 other brick-and-mortar locations in the nation. As a company, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 client accounts and employs more than 7,471 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC provides 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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Geoffrey Mclawhorn Work History
Geoffrey has 11 years of experience.
Northwestern Mutual Wealth Management Company
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Geoffrey Mclawhorn has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
New York, NY
Cape Girardeau, MO
Bala Cynwyd, PA
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.