Joseph McAndrew, financial advisor Lebanon PA

Joseph McAndrew

CRD Number: 1071019
Current Firm: Mml Investors Services, LLC

Joseph McAndrew (CRD# 1071019) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lebanon, PA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Lebanon, PA Mar 2017 - Current 7
Massmutual Life Insurance Co Lebanon, PA Jul 2016 - Current 7
Metlife Securities Inc. Harrisburg, PA Oct 1975 - Mar 2017 41
Metlife Mechanicsburg, PA Mar 2004 - Jul 2016 12
Metropolitan Life Insurance Company Harrisburg, PA Oct 1975 - Jul 2016 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Joseph F. McAndrew
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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