Kristin
Mclaughlin
Advisory Services Network
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About this Advisor
Kristin Mclaughlin is a certified financial planner operating out of Belmar, New Jersey who has 6 years of industry experience. Mclaughlin is an employee of Advisory Services Network. Over the course of their career, they have held roles at Mclaughlin Financial Group, Ibm, Coastal Equities, Inc, Coastal Investment Advisors and Advisory Services Network, LLC. Mclaughlin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Advisory Services Network is a financial advisory business based out of Atlanta, GA. The investment advisory business has offices in 84 locations and a total of 212 advisors. It administers $6 billion in assets under management between its 22,847 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 21 charities and foundations. Of its 22,847 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Advisory Services Network has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fees charged by Advisory Services Network can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kristin Mclaughlin Work History
Kristin has been registered as a financial advisor for 6 years.*
Advisory Services Network, LLC
Mclaughlin Financial Group
Coastal Equities, Inc
Coastal Investment Advisors
Ibm
*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 Kristin 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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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.
