Unclaimed Profile

Deborah Ann Mclaughlin

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

Clean record8 years registeredE.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 · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: E.P.G., INCORPORATED

EPG INCORPORATED

Jan 2018 – Jan 2022

WELLESLEY, MA

Registrations & Exams

Registration record

First registered · January 19, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

E.P.G., INCORPORATED

CRD 106821 · SEC 801-51518

AUM

$3.6B

Regulatory assets under management

Employees

78 client accounts

Services offered by E.P.G., INCORPORATED

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

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

Introduction

Speak with Deborah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Deborah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WELLESLEY?

Browse all registered financial advisors in WELLESLEY, Massachusetts or claim this profile if it's yours.

Browse WELLESLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Deborah Ann Mclaughlin offer?

Deborah Ann Mclaughlin specializes in Investment Management, Wealth Management.

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, last registered with E.P.G., INCORPORATED.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →