Geoffrey
Mclawhorn

Mml Investors Services, LLC

CRD#5744854
Investment Advisor
in New Bern, NC

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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

Series 66

Years of Experience

11 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

3402-A Trent Road
New Bern, NC 28562

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NC Average: 118
Total Number of Accounts

206,878

NC Average: 4,567
Average Account Size

$191,239

NC 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

Geoffrey Mclawhorn Work History

Geoffrey has 11 years of experience.

2016 - Present (5 years)

Northwestern Mutual Wealth Management Company

2016 - Present (5 years)

Massachusetts Mutual Life Insurance Co

2016 - Present (5 years)

Mml Investors Services, LLC

2010 - Present (11 years)

Northwestern Mutual Investment Services, LLC

2009 - Present (12 years)

Northwestern Mutual Life Insurance Company

Disclosures

Geoffrey Mclawhorn has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Robert Mcwilliams
Savannah, GA
Natasha Knox
Tampa, FL
Michael Galietta
Glastonbury, CT
Gamal Kareem
New York, NY
Jerry Corless
Memphis, TN
Nikolas Sellers
Southfield, MI
Spencer Schoch
Cape Girardeau, MO
Samuel Christie
Bala Cynwyd, PA

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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