Advisor at John J. Loughlin, Investment Advisor
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
John J. Loughlin, Investment Advisor
Location
Creve Coeur, MO
Credentials
Series 63, Series 65
Industry experience
21 years
John Loughlin is the principal of John J. Loughlin, Investment Advisor and holds Series 63 and Series 65 licenses with 21 years of industry experience. He has been the sole advisor at his firm since its founding and has served as an instructor at Lindenwood University since 2010. The firm provides portfolio management and investment advice to a range of institutional and private clients, including individuals, trusts, and charitable organizations. It operates on a non-discretionary basis, offering recommendations across a broad investment universe and utilizes both fundamental and technical analysis while accommodating various time horizons.
Based on John J. Loughlin, Investment Advisor
Fixed fee basis available (specific amounts not stated)
0.80% annually (80 basis points), billed quarterly at the end of the calendar quarter
$100.00 per hour, payable at end of consultation
Account minimum: $250,000
Creve Coeur, MO
Missouri
Lindenwood University
2010 - Present (16 years)
John Jackson Loughlin Investment Advisors
1989 - Present (37 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Integra Wealth Advisors
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