Shannon Mclaughlin

from Boulevard Family Wealth
SEC regulated
Regulated Investment Advisor
Shannon Mclaughlin is a financial advisor based in California, Beverly Hills, with 28 years of experience. Shannon currently works for Boulevard Family Wealth. Shannon maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Shannon Mclaughlin works at Boulevard Family Wealth
Boulevard Family Wealth is a financial advisory firm based in Beverly Hills, California. It currently has approximately $857,402,225 of assets under management and employs about 4 people. Boulevard Family Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
9465 Wilshire Blvd., Suite 840, Beverly Hills, California, 90212

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