Aaron McLaughlin, financial advisor Orange CA
96 score

Aaron McLaughlin

CRD Number: 5909837
Current Firm: Seamount Financial Group Inc.

Aaron McLaughlin (CRD# 5909837) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Orange, CA and has over 5 years of experience in the finance industry. Aaron McLaughlin 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
H.beck, Inc. Rockville, MD Apr 2011 - Current 5
Seamount Financial Group Inc. Orange, CA Apr 2011 - Current 5
Wells Fargo Bank Laguna Beach, CA Aug 2009 - Mar 2011 1
Seamount Financial Colorado Springs, CO Nov 2008 - Dec 2010 2
First Community Bank Lafayette, CO Jan 2008 - Jul 2009 1
Csu Libraries Fort Collins, CO Jan 2004 - Dec 2007 3
Pizza Casbah Fort Collins, CO Jun 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Aaron M. McLaughlin
Phone Number: 719-471-1171
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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