Ryan Patrick Mclaughlin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2011 → 10/2023
  Edward Jones
  St Louis, MO
• 10/2023 → Present
  Lpl Financial Llc
  Rancho Santa Margarita, CA

Previous Registrations

• 2011-06-28 → 2023-10-23
  Edward Jones
  Mission Viejo, CA
  St Louis, MO

Other Businesses

1) 09/13/2023 - Coastal Oak Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 176 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-27
• S63 Uniform Securities Agent State Law Examination
  2002-12-17

Other Names

• Ryan Patrick Mclaughlin
• Ryan Mclaughlin