Daniel
Mckeever

Mml Investors Services, LLC

CRD#6423063
Investment Advisor
in Lancaster, PA

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About this Advisor

Daniel Mckeever is a financial advisor based in Lancaster, Pennsylvania, with 10 years of financial industry experience. Mckeever is currently employed by Mml Investors Services, LLC. Throughout their career, Mckeever has worked at Mass Mutual, Mml Investors Services and Millersville University. Mckeever maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Mml Investors Services, LLC is a firm headquartered in Lancaster, Pennsylvania. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It controls $63 billion in total assets across its 287,089 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 384 charitable organizations. The advisory firm offers a number 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. Financial advisory fees largely vary depending on which service is offered. Fee types charged by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

114 Foxshire Drive
Lancaster, PA 17601

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

PA Average: 118
Total Number of Accounts

287,089

PA Average: 4,567
Average Account Size

$219,257

PA 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

Daniel Mckeever Work History

Daniel has 10 years of experience.

2014 - Present (8 years)

Mass Mutual

2014 - Present (8 years)

Mml Investors Services

2012 - 2014 (2 years)

Millersville University

Disclosures

Daniel Mckeever has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Britany Enelow
Trenton, NJ
Rajesh Cheethirala
San Mateo, CA
Francisco Gutierrez
Spokane, WA
Louis Giangrande
Norwalk, CT
Kevin Hardee
Hernando, MS
Jesse Huggins
Springfield, MA
Yosef Benson
Fort Lauderdale, FL
Brian Brennan
Costa Mesa, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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.

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