Kent Maclachlan (CRD# 1984484) is an Investment Advisor Representative working at Maclachlan Wealth Management in Bellevue, WA and has over 34 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maclachlan Wealth Management, LLC | Bellevue, WA | Dec 2018 - Current | 5 |
| Adviceperiod, LLC | Bellevue, WA | Jun 2017 - Dec 2018 | 1 |
| First Allied Advisory Services, Inc. | Sammamish, WA | Jul 2012 - Jun 2017 | 4 |
| First Allied Securities, Inc. | Bellevue, WA | Dec 2008 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management87MILLIONS
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Total Number of Accounts216ACCOUNTS
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Average Account Value$404,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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