Davis Michael Mcnichol

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 09/2018
  Mass Mutual Life Insurance Company
  Cincinnati, OH
• 06/2018 → 09/2018
  Mml Investors Services, Llc
  Cincinnati, OH
• 08/2014 → 05/2018
  Miami University
  Oxford, OH
• 05/2017 → 08/2017
  Textron Aviation
  Wichita, KS
• 08/2017 → 10/2017
  Doughbys
  Oxford, OH
• 02/2018 → 04/2018
  Dominos
  Oxford, OH
• 09/2018 → Present
  Mass Mutual Life Insurance Company
  Erlanger, KY
• 09/2018 → Present
  Mml Investors Services, Llc
  Erlanger, KY

Other Businesses

(1) NAME: DAVIS MCNICHOL INV REL: Y ADD: 411 COMMONWEALTH AVE, ERLANGER, KY, 41018 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 3/11/2019 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: LIFE, HEALTH, AND FIXED ANNUITIES (2) NAME: DAVIS MCNICHOL INV REL: N ADD: 851 BAY COLT LN UNION, KY. 41091 NATURE: HOME HEALTHCARE POSITION: HOME HEALTHCARE PROVIDER FOR SPECIAL NEEDS START DATE: 10/29/2019 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 1 (3) NAME: DAVIS MCNICHOL INV REL: Y ADD: 411 COMMONWEALTH AVE, ERLANGER, KY, 41018 NATURE: EMPLOYEE EDUCATION ( ZOOM CALLS GOING OVER PERSONAL FINANCE TOPICS I.E. BUDGETING) POSITION: COACH START DATE: 11/12/2024 NO. HR/MO: NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: GET ON A ZOOM CALL AND SHARE MY SCREEN AND GO THROUGH HOW TO BUILD A HOUSEHOLD BUDGET AND ANSWER QUESTIONS FROM EMPLOYEES

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant