William
Mclaughlin

Advisory Services Network

CRD#1014583
Investment Advisor
in Belmar, NJ

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About this Advisor

William Mclaughlin is a certified financial planner and chartered financial consultant who works out of Belmar, New Jersey with a total of 6 years of relevant experience. Mclaughlin currently works for Advisory Services Network. Over the course of their career, they have held roles at Coastal Equities, Inc, Coastal Investment Advisors and Advisory Services Network, LLC. Mclaughlin has a Series 63 license, which qualifies them as a securities representative, and can operate in New Jersey. Advisory Services Network is a registered investment firm based out of Atlanta, GA. The company has offices in 84 locations and a total of 212 employees. It has $6 billion in total assets across its 22,847 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 21 charitable organizations. Of its 22,847 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Advisory Services Network offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on the type of services offered. However, fee types billed by Advisory Services Network most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Highway 138 Suite 226
Belmar, NJ 07719

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

NJ Average: $3,570,121,308
Total Number of Employees

212

NJ Average: 58
Total Number of Accounts

22,847

NJ Average: 1,608
Average Account Size

$252,653

NJ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Mclaughlin Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Advisory Services Network, LLC

2011 - 2016 (5 years)

Coastal Equities, Inc

2011 - 2017 (6 years)

Coastal Investment Advisors

*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 William 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 Advisory Services Network

Catherine Zieman
Atlanta, GA
Terry Layson
Atlanta, GA
Shannon Van Holstyn
Eagle River, AK
John Knox
Atlanta, GA
Kenneth Cordella
Atlanta, GA
John Downing
Atlanta, GA
Benjamin Taylor
Portage, MI
Mitchell Glasser
Atlanta, GA

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.

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