Cayden W. Mclaughlin
Professional summary
Cayden Walker Mclaughlin, CFP®, who also goes by Cayden Walker Mclaughlin, Cayden Mclaughlin, is a registered financial advisor currently at WEALTHADVISOR365 located in Palm Harbor, Florida.
Cayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cayden has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cayden Walker Mclaughlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2024 - Present
WEALTHADVISOR365
November 18, 2021 - March 24, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 12, 2021 - March 24, 2023
FIDELITY BROKERAGE SERVICES LLC
February 23, 2021 - September 29, 2021
SUCCESSFUL PORTFOLIOS LLC
August 6, 2020 - September 1, 2020
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2024)
Exams
Series 7TO
Date: 8/6/2020
General Securities Representative ExaminationCurrent Firm
WEALTHADVISOR365
CRD#: 328400 / SEC#:
Contact information
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