Kevin McLoughlin, financial advisor Medford OR
90 score

Kevin McLoughlin

CRD Number: 6168868
Current Firm: D.a. Davidson & Company

Kevin McLoughlin (CRD# 6168868) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Medford, OR May 2013 - Current 3
D.a. Davidson & Company Medford, OR Feb 2013 - May 2013 < 1
Unemployed Medford, OR Sep 2012 - Jan 2013 < 1
Rogue Valley Manor Prs Medford, OR Dec 1989 - Aug 2012 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Kevin D. McLoughlin
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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