Kevin
Mullaney

Mml Investors Services, LLC

CRD#1389257
Investment Advisor
in Mc Lean, VA

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About this Advisor

Kevin Mullaney is a financial advisor based out of Mc Lean, Virginia with a total of 1 year of relevant experience. Mullaney is currently employed by Mml Investors Services, LLC. Mullaney has gained experience at Nylife Securities LLC, New York Life Insurance Co, Td Ameritrade Inc, Massmutual Life Insurance Co, Mml Investors Services and Td Ameritrade Investment Management LLC. Mullaney has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Virginia. Mml Investors Services, LLC is a financial advisory business operating out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It oversees $59 billion in assets among its 326,297 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 447 charities and foundations. The advisory firm has a number 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 charged by financial advisors largely depend on the type of financial services provided. However, fees charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

Office Location

8444 Westpark Dr Suite 500
Mc Lean, VA 22102

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

VA Average: 118
Total Number of Accounts

326,297

VA Average: 4,567
Average Account Size

$180,164

VA Average: $3,506,186

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

Kevin Mullaney Work History

Kevin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Massmutual Life Insurance Co

2022 - Present (2 years)

Mml Investors Services

2016 - 2019 (3 years)

Td Ameritrade Inc

2016 - 2019 (3 years)

Td Ameritrade Investment Management LLC

2012 - 2016 (4 years)

Nylife Securities LLC

2012 - 2016 (4 years)

New York Life Insurance Co

*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 Kevin Mullaney 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

Tracy Brown
Austin, TX
Buck Jones
Virginia Beach, VA
James Moore
Atlanta, GA
Vincent Vaghi
Bethesda, MD
John Whitehead
Lake Oswego, OR
Steven Lebowitz
Memphis, TN
Robert Ahrendt
Seattle, WA
Ricardo Reyes
Iselin, NJ

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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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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