Kristin McLaughlin (CRD# 6345038) is an Investment Advisor Representative working at Advisory Services Network in Wall Township, NJ and has over 9 years of experience in the finance industry. Kristin McLaughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Advisory Services Network, LLC | Atlanta, GA | Sep 2017 - Current | 6 |
Mclaughlin Financial Group | Wall, NJ | May 2013 - Current | 10 |
Coastal Investment Advisors | Wilmington, DE | Dec 2014 - Jun 2017 | 2 |
Coastal Equities, Inc. | Wilmington, DE | May 2014 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- NJ
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Total Assets Under Management5,772MILLIONS
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Total Number of Accounts22,847ACCOUNTS
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Average Account Value$252,653
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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