Unclaimed Profile

Deborah Ann Mclaughlin

E.P.G., INCORPORATED·WELLESLEY, Massachusetts

Clean recordE.P.G., INCORPORATED

60 WILLIAM STREET, WELLESLEY, MA 02481CRD# 6309986Firm CRD# 106821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Ann Mclaughlin · WELLESLEY, MA

Registration

CRD #6309986 · E.P.G., INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Deborah Ann Mclaughlin is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with E.P.G., INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

E.P.G., INCORPORATED

EPG INCORPORATED

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at E.P.G., INCORPORATED →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6309986

Firm CRD# 106821

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Deborah Ann Mclaughlin offer?

Deborah Ann Mclaughlin specializes in Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Deborah Ann Mclaughlin's credentials?

Deborah Ann Mclaughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Ann Mclaughlin located?

Deborah Ann Mclaughlin is based in WELLESLEY, Massachusetts, working with E.P.G., INCORPORATED. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Deborah Ann Mclaughlin charge for services?

Deborah Ann Mclaughlin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is E.P.G., INCORPORATED?

E.P.G., INCORPORATED has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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