Kevin McLoughlin, financial advisor Great Falls VA

Kevin McLoughlin

CRD Number: 4841719
Current Firm: Goldman Sachs Personal Financial Management

Kevin McLoughlin (CRD# 4841719) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Great Falls, VA and has 1 year of experience in the finance industry. Kevin McLoughlin 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.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Apr 2018 - Current 3
Arista Wealth Advisors, Ltd. Albany, NY Sep 2017 - Mar 2018 < 1
Capital Financial Services, LLC Glenville, NY Aug 2016 - Aug 2017 1
Unemployed Vienna, VA Jan 2016 - Aug 2016 < 1
Deloitte & Touche, LLC New York, NY Jan 2014 - Dec 2015 1
Booz Allen Hamilton Mclean, VA Aug 2010 - Dec 2013 3

Kevin McLoughlin has no recent exams reported.
Contact Info for Kevin D. McLoughlin
Phone Number: 949-999-8500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    29,473
    MILLIONS
  • Total Number of Accounts
    76,965
    ACCOUNTS
  • Average Account Value
    $382,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, WY

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