KM
KM

Kyle Mclaughlin

2 Years of Experience
Covington, LA
Broker

Kyle Mclaughlin is a registered investment advisor at Cetera Investment Advisers LLC, based in Covington, LA, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

805 N. Collins Blvd., Covington, LA, 70433

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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

Kyle owns Diamond Lighting Company LLC, which rents lights to movie productions. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 2 yrs 1 mo
Cetera Investment Services LLCBroker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2023 - July 2024 · 10 mos
Cetera Advisor Networks LLCBroker
August 2023 - July 2024 · 11 mos
State Registrations2 states
LAMS
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.
Kyle Mclaughlin - Financial Advisor | TrueAdvisor