UBS Financial Services
47yrs
Top advisor by experience in Greensboro
3yrs
Raphael McGee
Financial advisor at MML Investors Services
Raphael McGee is a fiduciary financial advisor in Greensboro, North Carolina, with 3 years in the industry. Raphael joined MML Investors Services in 2026, after two years at Cetera Investment Advisers. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeGreensboro, NC
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowMML Investors Services, LLCCurrent firm
- 2024 – 2026Cetera Investment Advisers LLCPreviously
Contact Raphael
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Raphael. Greensboro, NCOffice · 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 Raphael
Tailored to Raphael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Raphael
How do I contact Raphael?
Call MML Investors Services at (413) 226-0000 and ask for Raphael McGee. Raphael works from the Greensboro, NC office.
How long has Raphael been a financial advisor?
Raphael has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Raphael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Raphael a fiduciary?
Raphael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Raphael paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Raphael 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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