Frank
Mclaughlin
Merriman
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About this Advisor
Frank Mclaughlin is a certified financial planner operating in Seattle, Washington, with 9 years of industry experience. Mclaughlin works at Merriman. Their career trajectory has included roles at Merriman Wealth Management, LLC and Student. Mclaughlin maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Washington. Merriman is a registered investment firm based in Seattle, WA. The investment advisory business has offices in four locations and a total of 57 employees. It oversees $3 billion in total assets across its 2,306 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 2,306 customer accounts, 43% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advisory services are based on which services are offered. However, fees charged by Merriman most likely are comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,297,155,500
57
2,306
$1,429,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Frank Mclaughlin Work History
Frank has been registered as a financial advisor for 9 years.*
Merriman Wealth Management, LLC
Merriman Wealth Management, LLC
Student
*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 Frank 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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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.
