Kristin McLaughlin, financial advisor Wall Township NJ
93 score

Kristin McLaughlin

CRD Number: 6345038
Current Firm: Advisory Services Network

Kristin McLaughlin (CRD# 6345038) is an Investment Advisor Representative working at Advisory Services Network in Wall Township, NJ and has over 3 years of experience in the finance industry. Kristin 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.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA Sep 2017 - Current < 1
Mclaughlin Financial Group Wall, NJ May 2013 - Current 4
Coastal Investment Advisors Wilmington, DE Dec 2014 - Jun 2017 2
Coastal Equities, Inc. Wilmington, DE May 2014 - Jun 2017 3
Ibm Herndon, VA Jan 2011 - May 2013 2
Tiffany & Company, New York, NY Aug 2009 - Jan 2011 1
Full Time Student University Park, PA May 2004 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kristin McLaughlin
Phone Number: 770-352-0449
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,100
    MILLIONS
  • Total Number of Accounts
    5,858
    ACCOUNTS
  • Average Account Value
    $187,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI

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

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