Margaret Mclaughlin
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
3 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2025 to now
- Massmutual Life Insurance Co.Jan 2024 to Jul 2025
- MML Investors Services, LLCJan 2024 to Jul 2025
- Commonwealth Financial NetworkOct 2021 to Dec 2023
- Punch Bowl SocialApr 2021 to Aug 2021
- Vienna SabresAug 2020 to Apr 2021
- Wells Fargo Advisors Financial Network, LLCApr 2020 to Jul 2020
- St. Lawrence UniversityAug 2016 to May 2020
- Washington Golf and Country ClubApr 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7249249
- Firm CRD
- 11025