Robert McLaughlin (CRD# 4478815) is an Investment Advisor Representative working at Osaic Wealth, Inc. in The Villages, FL and has over 22 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | The Villages, FL | Nov 2023 - Current | < 1 |
| Fsc Securities Corporation | Keene, NH | Aug 2005 - Nov 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- FL
- NH
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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