William McLaughlinCRD Number: 1014583
Current Firm: Coastal Investment Advisors
William McLaughlin (CRD# 1014583) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 24 years of experience in the finance industry. William McLaughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Coastal Equities, Inc.||Wilmington, DE||Aug 2011 - Current||6|
|Bedminster Financial Group Ltd||Holicong, PA||Jun 2005 - Aug 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
Total Assets Under Management302MILLIONS
Total Number of Accounts1,608ACCOUNTS
Average Account Value$187,632
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV