Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence McHugh is an experienced financial advisor with over 29 years in the industry. Laurence is currently registered with LPL Financial LLC in Wakefield, RI. Laurence has held previous registrations with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET BROKERAGE SECURITIES, INC., MERIT CAPITAL ASSOCIATES, INC. and G.R. STUART & COMPANY, INC. Laurence has a strong track record of success in providing financial advice and investment management services to individuals, families, and businesses. Laurence is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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RI
12/13/2023 - Present
LPL Financial LLC (WAKEFIELD RI)
RI
09/01/2023 - 12/12/2023
OSAIC WEALTH, INC. (WAKEFIELD RI)
RI
04/13/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAKEFIELD RI)
RI
10/20/2004 - 04/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
03/26/1998 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/18/1996 - 04/03/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
CT
03/24/1994 - 05/14/1996
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
MA
01/12/1994 - 02/23/1994
G.R. STUART & COMPANY, INC. (MAYNARD MA)
IA
Issued 06/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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