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Kristin Ann McLaughlin

Advisory Services Network

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About Kristin Ann McLaughlin

Kristin Ann McLaughlin is a financial advisor with Advisory Services Network, a firm based in Atlanta, Georgia. Kristin has been in the financial services industry since 2014. Kristin is registered with the state of New Jersey as an Investment Advisor Representative. Advisory Services Network provides financial planning, selection of other advisors, and portfolio management services to individuals. The firm also offers a range of investment advisory services to high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Kristin is a Certified Financial Planner and holds a Series 7, Series 66, and SIE license.

Firm Information

Kristin McLaughlin is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kristin McLaughlin’s Registration & Firm History

NJ

09/25/2017 - Present

Advisory Services Network (Wall NJ)

NJ

07/14/2014 - 06/30/2017

COASTAL EQUITIES, INC. (WALL NJ)

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Licenses & Designations

BOTH

Issued 11/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristin Ann McLaughlin.
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