Onedigital
36yrs
Top advisor by experience in Gold River
30yrs
Patrick McLaughlin
Full name on record: Patrick John McLaughlin
Financial advisor at Cetera Investment Advisers
Patrick McLaughlin is a fiduciary financial advisor in Gold River, California, with 30 years in the industry. Patrick joined Cetera Investment Advisers in 2020, after eight years at First Allied Advisory Services and six years at First Allied Securities. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Gold River, and one of 23 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 12% by experience in Gold River
Office2377 Gold Meadow Way Suite 100, Gold River, CA 95670
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCetera Investment Advisers LLCCurrent firm
- 2012 – 2020First Allied Advisory Services, Inc.Previously
- 2006 – 2012First Allied Securities, Inc.Previously
- Nov 2002 – Mar 2004Quick & Reilly, Inc.Previously
- Sep 2000 – Jul 2002Citigroup Global Markets Inc.Previously
Contact Patrick
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Patrick. 2377 Gold Meadow Way Suite 100Gold River, CA 95670Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Patrick McLaughlin. Patrick works from the Gold River, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 12% by experience in Gold River.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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