Forrest Magee
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- MML Investors Services, LLCNov 2025 to now
- Massmutual Life Insurance CoOct 2025 to now
- Fidelity Brokerage Services LLCAug 2024 to Sep 2025
- Fidelity InvestmentsJul 2024 to Sep 2025
- Morgan StanleyJun 2023 to Jun 2024
- E*trade Securities LLCAug 2022 to Sep 2023
- JPMorgan Chase BankMar 2021 to Nov 2021
- Pepperdine UniversityJan 2021 to Dec 2022
- Rushmore Loan Management ServicesJun 2020 to Dec 2020
- Dakota Asset ServicesApr 2019 to Jun 2020
- Roosevelt Management CompanyMay 2017 to Apr 2019
- Texas A&m UniversityMay 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7514073
- Firm CRD
- 10409