James McLaughlinCRD Number: 1015684
Current Firm: Raymond James & Associates, Inc.
James McLaughlin (CRD# 1015684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 34 years of experience in the finance industry.
Modera Wealth Management, LLC
Wells Fargo Advisors, LLC
Suntrust Investment Services, Inc.
|Raymond James & Associates, Inc.||Crystal River, FL||Apr 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV