Liam McGannCRD Number: 5460086
Current Firm: Mml Investors Services, LLC
Liam McGann (CRD# 5460086) is an Investment Advisor Representative working at Mml Investors Services, LLC in New York, NY and has over 14 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Mml Investors Services||New York, NY||Jun 2021 - Current||< 1|
|Mass Mutual Life Insurance Company||New York, NY||May 2021 - Current||1|
|Unemployed||Sunnyside, NY||May 2020 - May 2021||1|
|Jp Morgan Chase Bank||New York, NY||Jul 2017 - May 2020||2|
|Jp Morgan Securities LLC||New York, NY||Jul 2017 - Feb 2020||2|
|Hartworks Staffing||New Hartford, NY||May 2017 - Jul 2019||2|
|Life Alert||New York, NY||Nov 2016 - Apr 2017||< 1|
|Unemployed||Sunnyside, NY||Aug 2016 - Nov 2016||< 1|
|The Prudential Insurance Company Of America||New York, NY||May 2016 - Aug 2016||< 1|
|Pruco Securities, LLC||New York, NY||Mar 2016 - Aug 2016||< 1|
|Olympia Asset Management, Ltd./columbus Advisory Group||New York, NY||Oct 2007 - Feb 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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