Kristin McLaughlin, financial advisor Belmar NJ
88 score

Kristin McLaughlin

CRD Number: 6345038
Current Firm: Coastal Investment Advisors

Kristin McLaughlin (CRD# 6345038) is an Investment Advisor Representative working at Coastal Investment Advisors in Belmar, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Coastal Investment Advisors Wilmington, DE Dec 2014 - Current 2
Coastal Equities, Inc. Wilmington, DE May 2014 - Current 2
Mclaughlin Financial Group Wall, NJ May 2013 - Current 3
Ibm Herndon, VA Jan 2011 - May 2013 2
Tiffany & Company, New York, NY Aug 2009 - Jan 2011 1
Full Time Student University Park, PA May 2004 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kristin McLaughlin
Phone Number: 888-657-5200
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $187,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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