Lisa
Macbeth
Mml Investors Services, LLC
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About this Advisor
Lisa Macbeth is a financial advisor who works in Austin, Texas who has 1 year of industry experience. Macbeth works at Mml Investors Services, LLC. Throughout their career, they have worked at Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Self-Employed - Stephens Village LLC, Mml Investors Services, Massmutual Life Insurance Co and Mml Investors Services LLC. Macbeth holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Texas. Mml Investors Services, LLC is a business that has its headquarters in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 people on staff. It has $59 billion in assets across its 326,297 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. The business performs a wide range of services, such as 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. Fees for financial management largely are based on which service is offered. Fees charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$58,787,051,166
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7,379
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
326,297
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$180,164
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
Lisa Macbeth Work History
Lisa has been registered as a financial advisor for 1 years.*
Mml Investors Services
Massmutual Life Insurance Co
Mml Investors Services LLC
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Self-Employed - Stephens Village LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Macbeth 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
Saratoga Springs, NY
Atlanta, GA
Iselin, NJ
Greenvale, NY
Lake Oswego, OR
Peachtree Corners, GA
Lehi, UT
Chesterfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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