Kelly Mclaughlin is a CFP-designated registered investment advisor, based in Kirkland, WA, with 9 years of industry experience.
Location
Kirkland, WA
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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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Current Registrations
T. Rowe Price Investment Services, INC.
October 2023 - Present · 2 yrs 7 mos
T. Rowe Price Associates, INC.
October 2023 - Present · 2 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Janus Henderson Distributors US LLCBroker
April 2016 - October 2022 · 6 yrs 6 mos
American Century Investment Services INC.Broker
August 2015 - April 2016 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.