Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
MMA Securities does not charge any plan-level fee for the Services to the plan or plan sponsor. There is no fee charged directly to plan participants for using the In-Plan service. A plan participant participating in the MMA MyPath service will pay an annual asset-based fee based on the fee arrangement agreed between plan sponsors and MMA Securities. The MMA MyPath service fee assessed by MMA Securities is fully used to cover certain costs associated with the provision of the service, including expenses payable to EAG and other engaged service providers, and no portion of this fee is ultimately retained by MMA Securities.
Areas of Practice
Advisor Information
Office location
701 Green Valley Rd, Suite 308, Greensboro, NC, 27408
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen sells non-variable insurance products, including universal/whole life, term, disability, long-term care, and critical illness insurance, since 2005. She also holds board member and committee chair positions at Winston Salem State University, United Way - Greater Greensboro, and Greensboro Science Center, dedicating minimal time to each.