Patrick
O'Rourke
Mml Investors Services, LLC
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About this Advisor
Patrick O'Rourke is a financial advisor based in Warwick, Rhode Island, working with Mml Investors Services, LLC. Patrick has previously held positions at Axa Advisors, LLC, Newport Harbor Hotel & Marina, Flat Waves Food Shack, Lavalley Building Supply, Inc, Triple Threat Sports, Rutland Recreation Department, Salve Regina University, Merrimack College, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, and Equitable Advisors, LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island and Texas. Currently, Patrick is part of Mml Investors Services, LLC, which operates out of Warwick, Rhode Island. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
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
Patrick O'Rourke Work History
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Newport Harbor Hotel & Marina
Flat Waves Food Shack
Lavalley Building Supply, Inc
Salve Regina University
Triple Threat Sports
Merrimack College
Rutland Recreation Department
Disclosures
Please visit the SEC profile of Patrick O'Rourke 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
New York, NY
Sun Prairie, WI
San Juan, PR
Memphis, TN
Rockford, IL
Emmett, ID
Vancouver, WA
Newtown Square, PA
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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