Whitney Mclaughlin is a registered investment advisor at Osaic Wealth, INC., based in Moody, AL, with 12 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Moody, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Whitney is the owner of a sole proprietorship, Beth McLaughlin, Attorney, since 2012. She spends minimal time on legal preparation for family rental property, such as lease agreements and eviction notices.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Private Client Services, LLCBroker
Rfg Advisory, LLC
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Investment Advisors
Proequities, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
State Registrations2 states
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.