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Amy Mclaughlin

18 Years of Experience
Crystal River, FL
Broker

Amy Mclaughlin is a registered investment advisor at Raymond James & Associates, INC., based in Crystal River, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2101 S E Highway 19, Crystal River, FL, 34429

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is an officer (Treasurer and Director) of the Citrus County Education Foundation, a non-profit organization, since 2008. She spends a few hours per week on board meetings and fundraising efforts.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2008 - Present · 18 yrs 6 mos
State Registrations3 states
CAFLMD
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.
Amy Mclaughlin - Financial Advisor | TrueAdvisor