William John Mclaughlin

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2011 → 06/2017
  Coastal Investment Advisors
  Wilmington, DE
• 06/2017 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 07/2005 → Present
  Mclaughlin Financial Group, Llc
  Wall, NJ

Previous Registrations

• 2013-03-29 → 2017-06-30
  Realta Investment Advisors, Inc
  Wilmington, DE
  Wall, NJ

Other Businesses

1) MCLAUGHLIN FINANCIAL GROUP LLC: PRESIDENT, MEMBER, SOLE OWNER SINCE 2007; THIS IS A SERVICE CORPORATION FOR MY FINANCIAL SERVICES BUSINESS. 2) INDEPENDENT INSURANCE AGENT: OFFERING SALES/SERVICE OF INSURANCE PRODUCTS THROUGH UNAFFILIATED INSURANCE COMPANIES SINCE 1985. INVESTMENT RELATED ACTIVITY; SPEND APPROX. 20 HRS. PER MONTH ON THIS ACTIVITY. 3) WILLIAM J MCLAUGHLIN: AUTHOR, Wall, NJ, AUTHOR OF BOOK ON GENERAL FINANCIAL AND INVESTMENT TOPICS, INVESTMENT RELATED, WRITE CONTENT FOR BOOKS, COORDINATE, COVER OF BOOKS, PRINTING AND DISTRIBUTION. START 8/2018, DEVOTE 4-6 HOURS AND ZERO MONTH DURING TRADING HOURS,

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Mclaughlin
• William John Mclaughlin