Patric
Mclaughlin

D.A. Davidson & Co

CRD#3168119
Investment Advisor
in Denver, CO
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About this Advisor

Patric Mclaughlin is a financial advisor in Denver, Colorado. Currently a registered investment advisor with D.A. Davidson & Co, Mclaughlin has 11 years of experience in the financial advisory industry. Mclaughlin can advise clients in Colorado. Mclaughlin has worked their entire career at D.A. Davidson & Co. D.A. Davidson & Co is based out of Denver, Colorado, and operates out of 67 brick-and-mortar locations in the country. As a registered investment firm, D.A. Davidson & Co oversees $15 billion in assets throughout 47,201 accounts and employs more than 515 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 40,742 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 18% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. D.A. Davidson & Co can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

1550 Market Street Suite 300
Denver, CO 80202

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

CO Average: $2,609,029,241
Total Number of Employees

630

CO Average: 66
Total Number of Accounts

53,308

CO Average: 6,076
Average Account Size

$320,872

CO Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Patric Mclaughlin Work History

Patric has 11 years of experience.

2007 - Present (12 years)

D.A. Davidson & Co

Disclosures

Patric Mclaughlin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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