Brian Laughlin, financial advisor Melbourne FL

Brian Laughlin

CRD Number: 2621524
Current Firm: Kestra Private Wealth Services, LLC

Brian Laughlin (CRD# 2621524) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 27 years of experience in the finance industry. Brian Laughlin 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
Kestra Investment Services Melbourne, FL May 2019 - Current 3
Kestra Private Wealth Services Melbourne, FL May 2019 - Current 3
Ubs Financial Services Inc. Melbourne, FL Oct 2010 - May 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Jul 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian W. Laughlin
Phone Number: 844-553-7872
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,250
    MILLIONS
  • Total Number of Accounts
    11,518
    ACCOUNTS
  • Average Account Value
    $368,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
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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