Kevin McLoughlinCRD Number: 5517044
Current Firm: Pnc Investments
Kevin McLoughlin (CRD# 5517044) is an Investment Advisor Representative working at Pnc Investments in Naperville, IL and has over 8 years of experience in the finance industry.
Forum Financial Management, LP
Lincoln Financial Advisors Corporation
|Pnc Investments||Naperville, IL||Dec 2013 - Current||3|
|Pnc Bank, N.a.||Naperville, IL||Dec 2013 - Current||3|
|Pnc Mortgage||Westchester, IL||Jan 2012 - Nov 2013||1|
|Bank Of America,na||Lisle, IL||Aug 2010 - Dec 2011||1|
|Merrill Lynch,pierce,fenner & Smith Incorporated||Naperville, IL||Jul 2010 - Dec 2011||1|
|Country Financial||Plainfield, IL||Apr 2009 - Jul 2010||1|
|Unemployed||Plainfield, IL||Jan 2009 - Apr 2009||< 1|
|Banc Of America Investment Services, Inc.||Hinsdale, IL||Apr 2008 - Jan 2009||< 1|
|K-mart||Naperville, IL||Feb 2008 - Apr 2008||< 1|
|Vandyk Mortgage||Burr Ridge, IL||Nov 2007 - Feb 2008||< 1|
|Barrister Mortgage, Inc.||Willowbrook, IL||Jul 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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