John
Mclaughlin
Avantax Advisory Services
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About this Advisor
John Mclaughlin is a financial advisor who works out of Coppell, Texas. Mclaughlin is currently employed by Avantax Advisory Services. During their career, Mclaughlin has held roles at Avantax Advisory Services, Hartford Life Distributors, LLC, Hartford Investment Financial Services, LLC, Independenet Financial Group LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Niagara International Capital Limited, Chalice Wealth Advisors, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Axa Advisors, LLC, Equitable Advisors, LLC and Avantax Investment Services, Inc. Mclaughlin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Avantax Advisory Services is a financial advisory business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It manages $31 billion in assets across its 123,393 accounts, placing it among the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Avantax Advisory Services likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
John Mclaughlin Work History
John has been registered as a financial advisor for 0 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Axa Advisors, LLC
Equitable Advisors, LLC
Niagara International Capital Limited
Chalice Wealth Advisors
Pruco Securities, LLC
The Prudential Insurance Company Of America
Independenet Financial Group LLC
Hartford Investment Financial Services, LLC
Hartford Life Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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