Thomas McLaughlinCRD Number: 1323019
Current Firm: H. Beck, Inc.
Thomas McLaughlin (CRD# 1323019) is an Investment Advisor Representative working at H. Beck, Inc. in Quakertown, PA and has over 23 years of experience in the finance industry.
Brighton Financial Planning
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
|Trmsolution, Ltd.||Radnor, PA||Sep 2014 - Current||2|
|H. Beck, Inc.||Bethesda, MD||Jun 2014 - Current||2|
|Nfp Securities Inc.||Austin, TX||May 2013 - May 2014||1|
|Pentegra Distributors Inc.||White Plains, NY||Feb 2009 - May 2013||4|
|Pentegra Retirement Services||White Plains, NY||Apr 2004 - May 2013||9|
|Nfp Securities, Inc.||Charlotte, NC||Aug 2008 - Feb 2009||< 1|
|World Choice Securities, Inc.||Bedford, TX||Jul 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, 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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