Advisor at MMA Securities LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMA Securities LLC
Location
Savannah, GA 31406
Credentials
ChFC®, Series 63
Industry experience
38 years
Based on MMA Securities LLC
7391 Hodgson Memorial Drive, Suite 100
Savannah, GA 31406
Georgia
MMA Securities LLC
2025 - Present (1 year)
Marsh McLennan Agency
2024 - Present (2 years)
Dempsey Lord Smith, LLC
2017 - 2025 (8 years)
PJ Robb Variable Corp
2014 - 2017 (3 years)
BB&T Insurance Services
2012 - 2017 (5 years)
Mcgriff Insurance Services VP-EB
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Savannah, GA
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Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Series 65
Savannah, GA
Constant CashFlow, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
Series 63, Series 65
Tybee Island, GA
Walker & Associates
CFP®, ChFC®, Series 63
Savannah, GA
KCG Investment Advisory Services LLC
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