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Joseph Dennis McLaughlin

Churchill Management Group

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About Joseph Dennis McLaughlin

Joseph McLaughlin is a financial advisor in Beaverton, OR and has been in the industry since 2005. Joseph is currently registered with Churchill Management Group. Prior to that, Joseph was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, TD Ameritrade, Inc., TRICOR FINANCIAL, LLC, WORLD GROUP SECURITIES, INC. and M.L. STERN & CO., LLC. Joseph McLaughlin has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7).

Firm Information

Joseph McLaughlin is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph McLaughlin’s Registration & Firm History

OR

10/22/2024 - Present

Churchill Management Group (Beaverton OR)

OR

11/02/2015 - 04/18/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVERTON OR)

OR

11/11/2013 - 10/23/2015

E*TRADE SECURITIES LLC (PORTLAND OR)

CA

10/07/2009 - 11/04/2013

TD AMERITRADE, INC. (SAN DIEGO CA)

NV

02/13/2009 - 09/14/2009

TRICOR FINANCIAL, LLC (LAS VEGAS NV)

NV

12/06/2007 - 01/28/2008

WORLD GROUP SECURITIES, INC. (LAS VEGAS NV)

NV

08/19/2005 - 06/29/2006

M.L. STERN & CO., LLC. (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 09/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Dennis McLaughlin.
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