James McGary, financial advisor Lexington KY
93 score

James McGary

CRD Number: 5616577
Current Firm: Mml Investors Services, LLC

James McGary (CRD# 5616577) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lexington, KY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mass Mutual Lexington, KY Jan 2009 - Current 7
Mml Investors Services Inc. Lexington, KY Jan 2009 - Current 7
Kentucky Accounts Service Lexington, KY Feb 2008 - Dec 2008 < 1
General Revenue Corporation Cincinnati, OH Aug 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for James D. McGary
Phone Number: (413)737-8400
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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