Austin McLaughlin (CRD# 7355098) is an Investment Advisor Representative working at Retirement Planning Services in Knoxville, TN and has 1 year of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Planning Services | Knoxville, TN | Sep 2022 - Current | 1 |
| Retirement Planning Services | Knoxville, TN | Mar 2021 - Current | 3 |
| Perrone Pharmacy, Inc. | Fort Worth, TX | Mar 2011 - Current | 13 |
| Cru | Knoxville, TN | May 2018 - Mar 2021 | 2 |
| Cru | Knoxville, TN | Dec 2014 - May 2018 | 3 |
| Cru | Denver, CO | Mar 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TN
- TX
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts480ACCOUNTS
-
Average Account Value$367,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, NC, TN, TX
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