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Marshal Scott Champlin

MMA Securities LLC

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About Marshal Scott Champlin

Marshal Champlin is a registered representative with MMA Securities LLC. Marshal has been in the financial industry since December 2023 and has previously worked at Edward Jones, Santee School District, and In-N-Out. Marshal holds a Series 66 license. Marshal is also an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. Marshal conducts non-investment related business activities for MMA, which are not subject to broker-dealer licensing and registration requirements.

Firm Information

Marshal Champlin is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Marshal Champlin’s Registration & Firm History

CA

12/10/2024 - Present

MMA Securities LLC (San Diego CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marshal Scott Champlin.
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