Robert Mclaughlin
Robert Mclaughlin is a registered investment advisor at Stonex Advisors INC., based in Baton Rouge, LA, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
7904 Wrenwood Blvd, Suite D, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 1996Customer Dispute
July 1995Customer Dispute
May 1995Customer Dispute
September 1994Other Business Activities
Robert is a partner at SI Financial Advisors, used strictly for handling office expenses since 2015. He also serves on the board of Manresa House of Retreats, dedicating minimal time each month.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
J.C. Bradford & CO.Broker
Dean Witter Reynolds INC.Broker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations6 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.