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Michael M

Series 66

Lafayette, CA

Private Advisor Group, LLC

Michael Mc Laughlin is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, Defined Financial Planning, Mosaic Financial & Exodus Energy, and Accuvest. He has also held teaching positions at Gonzaga University, De La Salle High School, Saint Marys School, and Saint Isidore School. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and utilizes technology platforms to implement a range of investment strategies, often through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Tristan B

Series 63, Series 66

Lafayette, CA

Private Advisor Group, LLC

Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology platforms.

Annuities Founder/Business Owner
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