Thomas McLaughlin, financial advisor Quakertown PA
93 score

Thomas McLaughlin

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Thomas R. McLaughlin
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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