Heather McLaughlinCRD Number: 6199426
Current Firm: Edward Jones
Heather McLaughlin (CRD# 6199426) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Maryland Heights, MO||Jun 2013 - Current||3|
|Homemaking||St. Louis, MO||May 2013 - Jun 2013||< 1|
|Novo Nordisk||Princeton, NJ||Apr 2007 - Apr 2013||6|
|Accomplishment Coaching||San Diego, CA||Feb 2011 - Dec 2011||< 1|
|Pfizer||New York, NY||Oct 1998 - Mar 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV