Valerie McLaughlinCRD Number: 6120699
Current Firm: H.d. Vest Advisory Services, Inc.
Valerie McLaughlin (CRD# 6120699) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Severna Park, MD and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|H.d.vest Advisory Services||Annapolis, MD||Oct 2012 - Current||5|
|Hd Vest Investment Services||Annapolis, MD||Sep 2012 - Current||5|
|Qual-i-tax, Inc.||Annapolis, MD||Jan 1980 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV