LM
LM

Laurie Mclaughlin

14 Years of Experience
The Woodlands, TX
Broker

Laurie Mclaughlin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7 Switchbud Place, Suite 198C, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Laurie works as a Branch Manager for the FID branch at Woodforest National Bank and Woodforest Wealth. These roles take about half of Laurie's time and are investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2014 - September 2019 · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2010 - September 2019 · 9 yrs 3 mos
State Registrations8 states
CAFLGAKYORSCTXVA
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.