Meaghan Ford 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

• 09/2015 → 09/2017
  Kpmg, Llp
  Philadelphia, PA
• 10/2017 → 07/2019
  Sanford C. Bernstein & Co., Llc
  Philadelphia, PA
• 07/2019 → 12/2021
  Lincoln Financial Advisors Coporation
  Haddonfield, NJ
• 12/2021 → Present
  Lpl Financial, Llc
  Haddonfield, NJ

Previous Registrations

• 2021-07-16 → 2021-12-23
  Osaic Fa, Inc.
  Haddonfield, NJ

Other Businesses

1. 09/30/2022 - McLaughlin Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/29/2022 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-18
• S63 Uniform Securities Agent State Law Examination
  2018-02-26

Other Names

• Meaghan Ford Mclaughlin