LPL Financial
9yrs
9 years in the industry
24yrs
Ryan McLaughlin has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Rancho Santa Margari, California. After 12 years at Edward Jones, Ryan joined LPL Financial in 2023, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 69% of advisors nationwide
Office22362 Gilberto Suite 205, Rancho Santa Margari, CA 92688
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- 2023 – nowLPL Financial LLCCurrent firm
- 2011 – 2023Edward JonesPreviously
Contact Ryan
Local office(949) 709-5649Ask for Ryan. (704) 733-3300Main office · Fort Mill, SC 22362 Gilberto Suite 205Rancho Santa Margari, CA 92688Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Ryan’s local office at (949) 709-5649 or the LPL Financial main office at (704) 733-3300, and ask for Ryan McLaughlin.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2002, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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.