JL
JL

John Loughlin

21 Years of Experience
Creve Coeur, MO

John Loughlin is a registered investment advisor at John J. Loughlin, Investment Advisor, based in Creve Coeur, MO, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$6.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Creve Coeur, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a faculty member at Lindenwood University since 2010, working as an instructor. This takes a few hours per week.

Employment History
Current Registrations
John J. Loughlin, Investment Advisor
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
National Advisors & Consultants, INC.
October 1995 - December 2008 · 13 yrs 2 mos
State Registrations1 state
MO
Advisor

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.