Lloyd Laughlin is a registered investment advisor at &partners, based in Hermitage, PA, with 43 years of industry experience. Lloyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hermitage, PA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2006Denied
Employment History
Current Registrations
&partners
March 2025 - Present · 1 yr 7 mos
&partners
March 2025 - Present · 1 yr 7 mos
&partnersBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
April 2008 - March 2025 · 16 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
February 2008 - March 2025 · 17 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2006 - February 2008 · 2 yrs
Legg Mason Wood Walker, IncorporatedBroker
October 2003 - February 2006 · 2 yrs 4 mos
UBS Financial Services INC.Broker
July 1999 - November 2003 · 4 yrs 4 mos
Advest, INC.Broker
July 1992 - August 1999 · 7 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
December 1986 - July 1992 · 5 yrs 7 mos
Advest, INC.Broker
March 1985 - January 1987 · 1 yr 10 mos
Arthurs, Lestrange & ShortBroker
May 1984 - March 1985 · 10 mos
First American National Securities, INC.Broker
May 1983 - May 1984 · 1 yr
State Registrations11 states
AZCAFLGAMAMDNYOHPATXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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