Kyle
Mclaughlin
Fidelity Personal And Workplace Advisors
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About this Advisor
Kyle Mclaughlin is a financial advisor operating in Jacksonville, Florida who has 2 years of relevant experience. Mclaughlin works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Florida Blue/Blue Cross, Insure America Agency, LLC, Metlife Securities Inc, Massmutual, Mml Investors Services, Corporate One Events, American Portfolios Financial Services, Fidelity Investments and Student. Mclaughlin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It handles $653 billion in assets under management among its 1,712,247 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$381,106
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
Kyle Mclaughlin Work History
Kyle has been registered as a financial advisor for 2 years.*
Fidelity Investments
Student
American Portfolios Financial Services
Massmutual
Mml Investors Services
Corporate One Events
Metlife Securities Inc
Insure America Agency, LLC
Florida Blue/Blue Cross
*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 Kyle Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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