Kent Alan Maclachlan

Employer firm

Maclachlan Wealth Management CRD 298927

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 06/2017
  First Allied Securities, Inc.
  Bellevue, WA
• 07/2012 → 06/2017
  First Allied Advisory Services, Inc.
  Sammamish, WA
• 06/2017 → 12/2018
  Adviceperiod, Llc
  Bellevue, WA
• 12/2018 → Present
  Maclachlan Wealth Management, Llc
  Bellevue, WA

Previous Registrations

• 2017-09-27 → 2018-12-06
  Adviceperiod, Llc
  Bellevue, WA
• 2012-07-02 → 2017-06-20
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Issaquah, WA
  Bellevue, WA
  Sammamish, WA
• 2008-12-09 → 2012-07-02
  First Allied Securities, Inc.
  Sammamish, WA
  Issaquah, WA
  Issaquah, WA
  Red Bank, NJ
  San Diego, CA
  Bellevue, WA
  Beverly Hills, CA
• 2004-02-18 → 2008-12-09
  First Montauk Securities Corp.
  Red Bank, NJ
  Issaquah, WA
  Red Bank, NJ
• 2005-02-07 → 2007-12-31
  Alliance Advisors Llc
  Sammamish, WA
• 1999-11-29 → 2002-12-31
  Vertical Asset Management Llc
  Issaquah, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1989-10-02

Other Names

• Kent Alan Mclachlan
• Kent Alan Maclachlan