Morgan Stanley
43yrs
Top advisor by experience in Bowling Green
6yrs
Brandon Beckham
Financial advisor at MML Investors Services
Brandon Beckham has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Bowling Green, Kentucky. Brandon joined MML Investors Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Brandon holds the CFP® designation.
One of 100 advisors with offices in Bowling Green, and one of 93 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeBowling Green, KY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMML Investors Services, LLCCurrent firm
Contact Brandon
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Brandon. Bowling Green, KYOffice · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brandon
How do I contact Brandon?
Call MML Investors Services at (413) 226-0000 and ask for Brandon Beckham. Brandon works from the Bowling Green, KY office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Brandon hold?
Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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