Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McLaughlin has been in the financial services industry since 1981. Robert is a registered representative and investment advisor with LPL Financial LLC and is licensed in multiple states. Robert has previously worked for Boenning & Scattergood, Inc., Wheat, First Securities, Inc., Butcher & Singer Inc., Phillips, Appel & Walden, Inc. and First Jersey Securities, Inc. Robert has passed the Series 63, Series 65, Series 7 and the SIE exams. Robert specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and investment clubs.
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.
1
2
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
06/20/2018 - 02/08/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
10/09/1995 - 06/20/2018
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NC
01/01/1991 - 10/17/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
08/19/1983 - 01/01/1991
BUTCHER & SINGER INC.
NA
10/09/1981 - 09/20/1983
PHILIPS, APPEL & WALDEN, INC.
NA
08/17/1981 - 09/24/1981
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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